# Best Cash Flow Management Software *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Cash flow management software enables businesses to monitor, analyze, and forecast the amount of money coming in and going out. They help companies track real-time inflows and outflows, identify trends, and ensure they have enough liquidity to run smoothly. Advanced systems also use historical financial and operational data to help predict cash flow issues and develop strategies to manage risk more effectively. Cash flow management software is typically used by finance and accounting teams and often integrates with related financial systems, including [accounting software](https://www.g2.com/categories/accounting?source=search), [budgeting and forecasting software](https://www.g2.com/categories/budgeting-and-forecasting?source=search), [invoice management software](https://www.g2.com/categories/invoice-management?source=search), and [inventory management software](https://www.g2.com/categories/inventory-management?source=search). To qualify for inclusion in the Cash Flow Management category, a product must: - Provide users with detailed cash flow reports, identifying sources of income and areas of expenditure - Allow editing of one-time and recurring cash flow items, with breakdowns by individual transactions or line items - Integrate with financial systems to sync financial data automatically - Offer cash flow forecasting tools that project future cash positions based on historical data ## Top Cash Flow Management Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agicap](https://www.g2.com/products/agicap/reviews) | 4.4/5.0 (355 reviews) | Multi-bank cash consolidation with real-time forecasting | "[Management of outstanding amounts and follow-ups at the top, with very useful electronic invoicing](https://www.g2.com/survey_responses/agicap-review-12827913)" | | 2 | [Qonto](https://www.g2.com/products/qonto/reviews) | 4.7/5.0 (169 reviews) | Real-time cash visibility with accounting-integrated banking | "[Qonto: Intuitive platform with strong customer service and continuously growing features](https://www.g2.com/survey_responses/qonto-review-12460835)" | | 3 | [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) | 4.4/5.0 (1,782 reviews) | AP/AR automation with QuickBooks-anchored cash visibility | "[Bill.com-Tool for seamless accounts payable process](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375)" | | 4 | [QuickBooks Bill Pay](https://www.g2.com/products/quickbooks-bill-pay/reviews) | 4.5/5.0 (25 reviews) | QBO-native AP disbursement and cash scheduling | "[User-Friendly Bill Pay with Strong Approvals and Real-Time Status Updates](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12714033)" | | 5 | [Kyriba](https://www.g2.com/products/kyriba/reviews) | 4.5/5.0 (122 reviews) | Centralized global cash visibility and payment automation | "[Market Leading Treasury Management System](https://www.g2.com/survey_responses/kyriba-review-10989447)" | | 6 | [Datarails](https://www.g2.com/products/datarails/reviews) | 4.6/5.0 (364 reviews) | Excel-native cash flow consolidation and forecasting | "[Seamless, Faultless Reporting That Makes Work Easier](https://www.g2.com/survey_responses/datarails-review-13067556)" | | 7 | [Billtrust](https://www.g2.com/products/billtrust/reviews) | 4.4/5.0 (508 reviews) | AI-automated cash application and AR collections | "[Handles Deduction & Payment Automation Efficiently](https://www.g2.com/survey_responses/billtrust-review-9315346)" | | 8 | [Tesorio](https://www.g2.com/products/tesorio/reviews) | 4.7/5.0 (237 reviews) | AR collections automation with cash-flow forecasting | "[Essential AR Tool with User-Friendly Dashboard](https://www.g2.com/survey_responses/tesorio-review-4106350)" | | 9 | [Anchor](https://www.g2.com/products/anchor-anchor/reviews) | 4.9/5.0 (122 reviews) | Proposal-to-payment automation with zero A/R | "[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)" | | 10 | [Quadient Accounts Receivable](https://www.g2.com/products/quadient-accounts-receivable/reviews) | 4.4/5.0 (153 reviews) | Automated dunning workflows for DSO reduction | "[collections](https://www.g2.com/survey_responses/quadient-accounts-receivable-review-12752545)" | --- ## What Are the Most Common Questions About Cash Flow Management Software? *AI-generated · Last updated: May 26, 2026* ### What is the best software for managing seasonal cash flow fluctuations? Based on G2 reviews, buyers looking for cash flow management software for seasonal swings often prioritize forecasting, visibility across accounts, and easier planning ahead. According to verified users, tools in this category help teams compare forecasts against actuals, monitor liquidity daily, and reduce reliance on spreadsheets. G2 reviewers mention that products with centralized bank data, scenario planning, and automated reporting are especially useful when cash patterns change throughout the year. Recent reviews also show that implementation quality and ease of use matter, since finance teams need to react quickly when inflows and outflows become less predictable. The strongest-reviewed options tend to combine forecasting with real-time visibility into balances and payments. **Here are some of the top-rated products on G2:** - [Agicap](https://www.g2.com/products/agicap/reviews) – used for liquidity planning, forecasting, and consolidated cash visibility across accounts and entities - [Qonto](https://www.g2.com/products/qonto/reviews) – helps businesses track transactions, manage finances on the go, and connect accounting workflows - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) – supports payment scheduling, cash flow visibility, and centralized AP and AR workflows ### What are the top-rated cash flow solutions for invoice-based businesses? Based on G2 reviews, invoice-based businesses often value tools that combine invoicing, payment tracking, collections, and cash visibility in one workflow. According to verified users, recent reviewers highlight benefits such as scheduling bill payments, sending payment reminders, automating approvals, and seeing expected incoming cash more clearly. G2 reviewers mention that these capabilities help reduce manual follow-up and improve confidence around receivables and payables. Review feedback also shows that finance teams want integrations with accounting systems so invoice data stays current without duplicate entry. For invoice-heavy operations, recent reviews consistently point to products that streamline AP, AR, and visibility into upcoming payments as the most practical fit. **Here are some of the top-rated products on G2:** - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) – centralizes invoice capture, approvals, payments, and receivables tracking for AP and AR teams - [Agicap](https://www.g2.com/products/agicap/reviews) – gives teams invoice-linked forecasting, payment date visibility, and working capital oversight - [QuickBooks Bill Pay](https://www.g2.com/products/quickbooks-bill-pay/reviews) – helps small teams schedule bills, manage contractors, and keep payment workflows inside QuickBooks ### What is the best cash flow tracking platforms for finance teams? Based on G2 reviews, [Agicap](https://www.g2.com/products/agicap/reviews) stands out in recent review volume among products in this dataset with enough recent reviews to qualify. According to verified users, finance teams value real-time cash visibility, consolidated views across multiple bank accounts, and forecasting that reduces manual spreadsheet work. G2 reviewers mention that strong tracking platforms help teams monitor liquidity daily, compare scenarios, and centralize financial data for faster decision-making. Recent feedback also emphasizes usability, responsive support, and smoother onboarding as important factors for finance teams adopting a new platform. Overall, the most appreciated tools for tracking cash flow are the ones that combine visibility, automation, and practical planning workflows in one place. **Here are some of the top-rated products on G2:** - [Agicap](https://www.g2.com/products/agicap/reviews) – centralizes bank accounts, liquidity monitoring, and forecasting for treasury and finance workflows - [Qonto](https://www.g2.com/products/qonto/reviews) – offers real-time transaction visibility and simple finance management for day-to-day operations - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) – supports cash tracking through payment scheduling, approvals, and receivables visibility ### Which is the best cash flow management software for small businesses? Based on G2 reviews, [Agicap](https://www.g2.com/products/agicap/reviews) is the strongest single pick in this dataset under the required shortlist rules because it has the highest recent review volume among qualifying products. According to verified users, small businesses benefit from software that simplifies forecasting, connects bank accounts, and gives a clearer day-to-day liquidity view without heavy manual work. G2 reviewers mention that ease of use, fast onboarding, and centralized cash visibility are especially important for lean teams. Recent reviews also show that small business buyers value tools that reduce spreadsheet dependence while improving planning around invoices, transfers, and future cash needs. Overall, users favor software that balances visibility, automation, and straightforward setup. ### What are the top tools for forecasting cash flow trends? Based on G2 reviews, forecasting-focused buyers tend to look for software that supports scenario planning, automated data flows, and clearer views of expected inflows and outflows. According to verified users, recent review themes include replacing spreadsheet-heavy processes, improving forecast accuracy, and giving finance teams faster access to current and projected cash positions. G2 reviewers mention that the most useful tools often combine forecasting with bank connectivity, reporting, and categorization so teams can analyze trends without as much manual work. Reviews also show that teams appreciate products that make it easier to compare budget versus actuals or short-term forecasts against real activity. In this category, forecasting strength is closely tied to visibility and workflow automation. **Here are some of the top-rated products on G2:** - [Agicap](https://www.g2.com/products/agicap/reviews) – supports liquidity forecasting, scenario comparisons, and real-time oversight across accounts - [Kyriba](https://www.g2.com/products/kyriba/reviews) – used for cash positioning, treasury forecasting, and centralized banking and reporting workflows - [Trovata](https://www.g2.com/products/trovata-trovata/reviews) – helps teams consolidate bank data, tag transactions, and build cash forecasts across entities ### Which cash flow management tool offers AI-driven insights? Based on G2 reviews, several products in this dataset are described by users as offering AI-driven capabilities, but the review language varies by workflow. According to verified users, some mention AI-assisted forecasting, more precise liquidity calculations, automated invoice creation, or AI features used to answer finance questions and surface insights. G2 reviewers mention that these features are most helpful when they reduce manual analysis or improve the speed of decision-making. Recent reviews also suggest buyers should look beyond the AI label itself and focus on how well the product connects with existing cash, invoice, or banking processes. In practice, AI-related value in recent reviews is tied to faster forecasting, categorization, reporting, or workflow assistance. ### What are the top cash flow tools for real-time financial visibility? Based on G2 reviews, real-time visibility is one of the most common themes across recent cash flow management software feedback. According to verified users, buyers want a consolidated view of balances, transactions, liquidity, and expected payments without switching across multiple bank portals or spreadsheets. G2 reviewers mention that the best tools for this use case help centralize data from bank accounts, ERPs, and accounting systems while making reports easier to access and understand. Recent reviews also highlight that dashboards, transaction tagging, and automated updates support faster decisions for treasury and finance teams. Tools that deliver immediate access to balances and payment activity tend to be rated highly for operational visibility. **Here are some of the top-rated products on G2:** - [Kyriba](https://www.g2.com/products/kyriba/reviews) – provides centralized visibility into global cash positions, bank balances, and treasury workflows - [Trovata](https://www.g2.com/products/trovata-trovata/reviews) – consolidates bank statements and reporting for quick analysis of cash movements - [Atlar](https://www.g2.com/products/atlar/reviews) – gives teams a unified view of balances, transactions, and liquidity across multiple banks ### What is the best platforms for integrating cash flow with accounting systems? Based on G2 reviews, integration with accounting systems is a major buying factor for cash flow management software because it reduces duplicate entry and improves reporting accuracy. According to verified users, recent reviewers frequently call out connections to QuickBooks, NetSuite, Xero, ERPs, and banking platforms as especially valuable for keeping cash data current. G2 reviewers mention that the strongest integration-focused products help automate invoice, payment, and reconciliation workflows while giving finance teams better visibility into current and projected cash. Review themes also show that smooth implementation and reliable syncing matter as much as feature breadth. Buyers typically prefer platforms that fit into existing accounting workflows instead of forcing teams into separate manual processes. **Here are some of the top-rated products on G2:** - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) – integrates with accounting systems to automate invoice, approval, and payment workflows - [Kyriba](https://www.g2.com/products/kyriba/reviews) – connects treasury workflows with ERP systems for centralized data and reporting - [QuickBooks Bill Pay](https://www.g2.com/products/quickbooks-bill-pay/reviews) – keeps bill payment workflows inside QuickBooks for easier AP management ### Which software offers automated cash flow alerts? Based on G2 reviews, automated cash flow alerts are most often described indirectly through reminders, notifications, scheduled communications, or proactive visibility into payment status and expected cash movements. According to verified users, recent reviews highlight reminders for overdue invoices, notifications around payment requests, and clearer visibility into bills and receivables that are about to hit accounts. G2 reviewers mention that these automations help reduce manual follow-up and support quicker action when timing matters. While not every review uses the word alerts directly, many describe workflows that function like operational cash alerts for finance teams. Buyers looking for this capability should focus on products that automate reminders, payment monitoring, and exception visibility. ### Which platform is best for multi-currency cash flow tracking? Based on G2 reviews, [Kyriba](https://www.g2.com/products/kyriba/reviews) is the strongest single choice in this dataset for multi-currency cash flow tracking. According to verified users, it is frequently used for global cash visibility, foreign exchange workflows, multi-bank reporting, and treasury operations across different entities and currencies. G2 reviewers mention that centralized balances, cash positioning, ERP connectivity, and consolidated reporting are especially valuable when teams need to monitor liquidity across regions. Recent reviews also note that these benefits can come with a steeper setup or configuration effort, but users still emphasize the value of having banking, payments, and treasury data in one place. For multinational cash tracking, recent feedback consistently favors broad treasury visibility and control. ## G2 Grid® for Cash Flow Management Software ![G2 Grid® for Cash Flow Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/cash-flow-management/grids.png?focus%5B%5D=130478&focus%5B%5D=93555&focus%5B%5D=6006&focus%5B%5D=1313478&focus%5B%5D=19809&focus%5B%5D=17701&focus%5B%5D=99063&focus%5B%5D=164780) Highlighted products: Agicap, Qonto, BILL AP/AR, QuickBooks Bill Pay, Kyriba, Billtrust, Datarails, and Anchor. Underlying data: [Grid® JSON](https://www.g2.com/categories/cash-flow-management/grids.json?focus%5B%5D=agicap&focus%5B%5D=qonto&focus%5B%5D=bill-ap-ar&focus%5B%5D=quickbooks-bill-pay&focus%5B%5D=kyriba&focus%5B%5D=billtrust&focus%5B%5D=datarails&focus%5B%5D=anchor-anchor) ## How Many Cash Flow Management Software Products Does G2 Track? **Total Products under this Category:** 157 ### Category Stats (Jul 2026) - **Average Rating**: 4.55/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Puzzle (+17.94%) - Among all products in this category, Puzzle recorded the largest rating increase compared to last month *Last updated: July 16, 2026* ## How Does G2 Rank Cash Flow Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 7,500+ Authentic Reviews - 157+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Cash Flow Management Software Is Best for Your Use Case? - **Leader:** [Agicap](https://www.g2.com/products/agicap/reviews) - **Highest Performer:** [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews) - **Easiest to Use:** [Kolleno](https://www.g2.com/products/kolleno/reviews) - **Top Trending:** [Qonto](https://www.g2.com/products/qonto/reviews) - **Best Free Software:** [Agicap](https://www.g2.com/products/agicap/reviews) --- **Sponsored** ### Invoiced Invoiced is a powerful and user-friendly accounts receivable platform designed to help businesses streamline billing, enhance cash flow, and elevate customer satisfaction. This software solution caters to organizations looking to optimize their financial operations by automating their A/R. Targeted primarily at medium to enterprise-sized businesses, Invoiced offers tools that simplify complex financial processes. The platform is particularly beneficial for companies that manage a high volume of transactions or have recurring billing needs. Invoiced allows businesses to maintain a professional appearance while reducing the time spent on manual invoicing tasks by providing features such as customizable invoice templates and automated billing. This efficiency saves time and minimizes the risk of human error, which can lead to payment delays. One of Invoiced's standout features is its integrated payment processing capabilities. This allows users to accept payments directly through invoices, streamlining the payment collection process. Additionally, the platform includes robust payment tracking and account reconciliation tools, which help businesses monitor their cash flow in real-time. By offering subscription management, Invoiced also caters to companies with recurring revenue models, enabling them to manage customer subscriptions effortlessly. Invoiced has gained the trust of thousands of customers globally, processing billions in receivables. Its reputation as a leader in accounts receivable automation is further solidified by recognition from industry platforms such as G2, where it is acknowledged as a category leader in various financial management areas. The platform's ability to enhance cash flow management and improve credit and collections processes makes it a valuable asset for businesses aiming to elevate their financial operations. Overall, Invoiced stands out in its category by providing a comprehensive solution that simplifies invoicing and enhances overall financial management. Its user-friendly interface and powerful automation features position it as an essential tool for businesses looking to improve efficiency and customer satisfaction in their billing processes. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2029&secure%5Bchosen_at%5D=2026-07-17T10%3A07%3A19Z&secure%5Bdisplayable_resource_id%5D=2029&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2029&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=5873&secure%5Bresource_id%5D=2029&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fcash-flow-management&secure%5Btoken%5D=181de74dac23f8aad2a6685f4318a07a8861ddb2abbaadb61d37655dc589700d&secure%5Burl%5D=https%3A%2F%2Fwww.invoiced.com%2Faccounts-receivable%3Futm_source%3Dg2%26utm_medium%3Dreferral%26utm_campaign%3Dcompetitor%2Bad%2Bplacement%2B%26utm_id%3D082025%26utm_content%3Dbilling&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Cash Flow Management Software Products in 2026? ### 1. [Agicap](https://www.g2.com/products/agicap/reviews) Agicap is the leading all-in-one modular Cash Flow and Treasury Management platform worldwide. Our next-gen platform offers a Cash Flow Management core solution (bank connectivity, cash balancing, cash forecasts). It also includes a complete range of Accounts Payable and Accounts Receivable automation solutions in order to improve your company's cash performance: supplier invoice management, card spend management, cash collection, DSO analytics, etc. Agicap integrates and consolidates data from multiple sources and develops synergies between Products to meet all your cash challenges. - Banking Connectivity - Accounting Software & ERP Connectivity - Cash Flow Management - Cash Flow Planning - Accounts Payables Automation - Accounts Receivables Automation Since 2016, +8 000 SMEs and Mid-Market customers all across the world trust us. U.S. office: Austin (TX) European offices: Lyon (FR), Berlin (DE), Milan (IT), London (UK), and Barcelona (ES) **Average Rating:** 4.4/5.0 **Total Reviews:** 355 **How Do G2 Users Rate Agicap?** - **Forecast Comparison:** 8.6/10 (Category avg: 8.5/10) - **Forward Looking:** 9.3/10 (Category avg: 8.7/10) - **Variance Analysis:** 7.9/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.4/10) **Who Is the Company Behind Agicap?** - **Seller:** [Agicap](https://www.g2.com/sellers/agicap) - **Company Website:** https://agicap.com - **Year Founded:** 2016 - **HQ Location:** Lyon, FR - **Twitter:** @AgicapFrance (926 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/agicap/ (805 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, CEO - **Top Industries:** Accounting, Computer Software - **Company Size:** 50% Small-Business, 43% Mid-Market #### What Are Agicap's Pros and Cons? **Pros:** - Ease of Use (42 reviews) - Customer Support (19 reviews) - Features (19 reviews) - Cash Management (18 reviews) - Efficiency (17 reviews) **Cons:** - Integration Issues (13 reviews) - Limited Customization (9 reviews) - Missing Features (9 reviews) - Difficult Setup (8 reviews) - Setup Difficulty (8 reviews) ### What Do G2 Reviewers Say About Agicap? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of Agicap, which simplifies cash flow management and enhances financial planning. - Users appreciate the **responsive customer support** of Agicap, consistently resolving issues and enhancing user experience. - Users value Agicap for its **streamlined cash management** , enhancing expense control and simplifying invoice processing. - Users appreciate the **clear visibility and intuitive interface** of Agicap, enhancing efficient cash flow management and planning. - Users value the **efficient setup** of Agicap, seamlessly managing expenses and enhancing financial control from any device. **Cons:** - Users face significant **integration issues** , experiencing challenges with DATEV connections and delays in bank synchronization. - Users find the **limited customization** of Agicap challenging, especially for advanced features requiring time-consuming manual setup. - Users express frustration over the **missing features** in Agicap, particularly customization, integrations, and reporting options. - Users report a **difficult setup** for Agicap, leading to frustration and delays in effective usage within companies. - Users find the **setup process difficult** , often facing challenges and delays in implementing Agicap effectively. #### What Are Recent G2 Reviews of Agicap? **"[Management of outstanding amounts and follow-ups at the top, with very useful electronic invoicing](https://www.g2.com/survey_responses/agicap-review-12827913)"** **Rating:** 5.0/5.0 stars *— Cecile N.* [Read full review](https://www.g2.com/survey_responses/agicap-review-12827913) --- **"[Clear cash flow transparency & efficient treasury management](https://www.g2.com/survey_responses/agicap-review-12719720)"** **Rating:** 4.5/5.0 stars *— Julian F.* [Read full review](https://www.g2.com/survey_responses/agicap-review-12719720) --- #### What Are G2 Users Discussing About Agicap? - [What is Agicap used for?](https://www.g2.com/discussions/agicap-what-is-agicap-used-for) - [What is Agicap used for?](https://www.g2.com/discussions/what-is-agicap-used-for) ### 2. [Qonto](https://www.g2.com/products/qonto/reviews) With an innovative product, highly responsive 7/7 customer service and clear pricing, Qonto has become the European leader in its category. Get started with a powerful Business Account for all your everyday banking needs. - Local IBANs (🇫🇷 French IBAN / 🇩🇪 German IBAN/ 🇮🇹 Italian IBAN / 🇪🇸 Spanish IBAN) - Payment cards: spend up to €200,000/month. No hidden costs. Pay online, in-store, and abroad, whatever the situation, our range of free and premium corporate cards included in your subscription has got you covered. - Transfers: flexible payment methods - from Instant SEPA to SWIFT - so you can pay, and get paid, faster. - Transactions: unlimited history and real-time notifications. - Financing: easy access to integrated financing options. Then, leverage our Financial tools to keep track of your money and help you grow your business. - Invoice management: centralize invoices & receipts in one place, get paid faster & automate your outgoing payments. - Spend management: control team spending with budgets, automatic receipt collection & tailored access. - Bookkeeping: collaborate seamlessly with your accountant, connecting to our suite of tools, and get a full, real-time cash flow overview. **Average Rating:** 4.7/5.0 **Total Reviews:** 169 **How Do G2 Users Rate Qonto?** - **Forecast Comparison:** 8.2/10 (Category avg: 8.5/10) - **Forward Looking:** 8.1/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.1/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.4/10) **Who Is the Company Behind Qonto?** - **Seller:** [Qonto](https://www.g2.com/sellers/qonto) - **Company Website:** https://qonto.com/ - **Year Founded:** 2016 - **HQ Location:** Paris, Île-de-France, France - **Twitter:** @getqonto (8,868 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/qonto (2,343 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Président - **Top Industries:** Accounting, Consulting - **Company Size:** 76% Small-Business, 4% Mid-Market #### What Are Qonto's Pros and Cons? **Pros:** - Ease of Use (21 reviews) - Customer Support (9 reviews) - Efficiency (6 reviews) - Intuitive (6 reviews) - Invoicing (6 reviews) **Cons:** - Expensive (4 reviews) - Implementation Issues (4 reviews) - Poor Customer Support (4 reviews) - Pricing Issues (4 reviews) - Approval Issues (3 reviews) ### What Do G2 Reviewers Say About Qonto? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Qonto, enjoying its simplicity and quick access to financial features. - Users value the **fast and efficient customer support** offered by Qonto, making assistance easily accessible. - Users celebrate the **efficiency** of Qonto, highlighting its fast performance and easy management of transactions. - Users appreciate the **intuitive interface** of Qonto, making day-to-day finance management effortless and efficient. - Users find Qonto’s **invoicing features very helpful** , making transaction tracking and payment management easy and efficient. **Cons:** - Users criticize Qonto for its **high costs** , finding better deals with alternatives like Jeeves and Payhawk. - Users report **implementation issues** with Qonto, including slow check deposits and limited account functionality. - Users report **poor customer support** from Qonto, citing unhelpful staff and long response times as major issues. - Users find the **pricing issues** of Qonto to be high compared to traditional banks and competitors. - Users often face **approval issues** , experiencing poor support and slow processing times that hinder their overall satisfaction. #### What Are Recent G2 Reviews of Qonto? **"[Qonto: Intuitive platform with strong customer service and continuously growing features](https://www.g2.com/survey_responses/qonto-review-12460835)"** **Rating:** 5.0/5.0 stars *— Samantha M.* [Read full review](https://www.g2.com/survey_responses/qonto-review-12460835) --- **"[Intuitive Banking, Time-Saving Invoicing with Great Speed and Support](https://www.g2.com/survey_responses/qonto-review-12996477)"** **Rating:** 4.5/5.0 stars *— chipo .* [Read full review](https://www.g2.com/survey_responses/qonto-review-12996477) --- #### What Are G2 Users Discussing About Qonto? - [What is Qonto used for?](https://www.g2.com/discussions/what-is-qonto-used-for) - 1 comment ### 3. [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) BILL is a financial operations platform that provides intelligent accounts payable and accounts receivable automation for businesses. This software solution is designed to help small and midsize businesses streamline and manage their financial workflows by digitizing and automating manual processes. By centralizing financial tasks, BILL AP/AR provides greater efficiency, visibility, and control over a company’s cash flow. The AP automation software helps users manage invoice processing, approvals, and payments, while also offering tools for expense management. BILL AP/AR belongs is accounts payable automation software that serves a broad audience, including business owners, finance managers, accounting firms, accounts payable specialists, and controllers. Typical use cases for BILL AP/AR involve digitization and automation of invoice capture, routing bills for approval, scheduling and executing payments, reconciling transactions, and managing expense reports and reimbursements. The platform also integrates with popular accounting systems to facilitate accurate bookkeeping and financial reporting. Key features and benefits of BILL AP/AR include: - Comprehensive AP automation software capabilities including electronic invoice receipt, automated data extraction, customizable approval workflows, and multi-method payment processing (ACH, wire transfers, checks) - Corporate cards integration through BILL Spend & Expense (formerly Divvy) that offers credit limits from $500-$5M and automated expense management software with real-time spending controls and budget management - Expense management automation featuring receipt capture, automatic categorization, policy compliance monitoring, and seamless integration with accounting systems for streamlined reconciliation - Accounts receivable optimization tools that automate invoice delivery, payment processing, collections management, and customer communication to accelerate cash flow - Advanced security and compliance measures with bank-level encryption, fraud protection, and audit trails that meet industry standards for financial data protection - Two-way sync with accounting software such as QuickBooks, Xero, NetSuite, and others to reduce manual data entry By bringing together accounts payable automation, corporate cards, and expense management in a single platform, BILL AP/AR helps finance teams reduce payment cycle time, minimize human error, and improve vendor relationships by ensuring timely and accurate transactions. **Average Rating:** 4.4/5.0 **Total Reviews:** 1,782 **How Do G2 Users Rate BILL AP/AR?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.4/10) **Who Is the Company Behind BILL AP/AR?** - **Seller:** [BILL (previously Bill.com)](https://www.g2.com/sellers/bill-previously-bill-com) - **Company Website:** https://www.bill.com/ - **Year Founded:** 2006 - **HQ Location:** San Jose, CA - **Twitter:** @billcom (17,263 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bill/ (3,407 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Accountant - **Top Industries:** Accounting, Non-Profit Organization Management - **Company Size:** 62% Small-Business, 28% Mid-Market #### What Are BILL AP/AR's Pros and Cons? **Pros:** - Ease of Use (1018 reviews) - Easy Payments (434 reviews) - Easy Integrations (340 reviews) - Easy Setup (325 reviews) - Time-saving (305 reviews) **Cons:** - Invoicing Problems (251 reviews) - Sync Issues (206 reviews) - Payment Issues (177 reviews) - Poor Customer Support (173 reviews) - Missing Features (164 reviews) ### What Do G2 Reviewers Say About BILL AP/AR? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** with Bill AP/AR, streamlining workflows and enhancing efficiency in approval processes. - Users love the **easy payment processing** of BILL AP/AR, streamlining workflows and enhancing efficiency. - Users appreciate the **easy integrations** of BILL AP/AR, enhancing efficiency and ensuring seamless connections with accounting software. - Users praise the **easy setup** of BILL AP/AR, highlighting minimal training and intuitive implementation for staff. - Users highlight the **time-saving efficiency** of BILL AP/AR, transforming payment processes and reducing manual workloads significantly. **Cons:** - Users face **invoicing problems** with difficulty in managing fields and syncing issues with accounting software. - Users often face **sync issues** with BILL AP/AR, complicating payment processes and requiring time-consuming fixes. - Users face persistent **payment issues** , including difficulties with bank authorization, bill syncing, and international transaction transparency. - Users express frustration with **poor customer support** , often encountering inconsistent service and long response times. - Users are frustrated by the **missing features** in BILL AP/AR, longing for improvements in search and approval workflows. #### What Are Recent G2 Reviews of BILL AP/AR? **"[Bill.com-Tool for seamless accounts payable process](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375)"** **Rating:** 4.0/5.0 stars *— Samruddi M.* [Read full review](https://www.g2.com/survey_responses/bill-ap-ar-review-8948375) --- **"[Great Bill Payment Platform](https://www.g2.com/survey_responses/bill-ap-ar-review-12713619)"** **Rating:** 4.5/5.0 stars *— Jordan Z.* [Read full review](https://www.g2.com/survey_responses/bill-ap-ar-review-12713619) --- #### What Are G2 Users Discussing About BILL AP/AR? - [How does Bill com integrate with QuickBooks?](https://www.g2.com/discussions/how-does-bill-com-integrate-with-quickbooks) - 1 comment - [What is Bill COM used for?](https://www.g2.com/discussions/what-is-bill-com-used-for) - 1 comment - [How do I get paid on Bill com?](https://www.g2.com/discussions/how-do-i-get-paid-on-bill-com) - [How long does Bill com take to pay?](https://www.g2.com/discussions/how-long-does-bill-com-take-to-pay) - 2 comments ### 4. [QuickBooks Bill Pay](https://www.g2.com/products/quickbooks-bill-pay/reviews) QuickBooks Bill Pay is an AI-powered accounts payable (A/P) automation tool built into QuickBooks Online. Manage bills, vendor records, and 1099s in one place. Pay vendors by ACH or check, automate bill entry with AI, and sync payments with your books in real time. Streamline your bill pay in QuickBooks. QuickBooks Bill Pay is built exclusively for QuickBooks Online users, providing native integration with AI-powered bill creation, automated approval workflows, and real-time transaction syncing. Manage bills, vendor records, and 1099s in one place to optimize cash flow and stay in control. **Average Rating:** 4.5/5.0 **Total Reviews:** 25 **How Do G2 Users Rate QuickBooks Bill Pay?** - **Forecast Comparison:** 8.9/10 (Category avg: 8.5/10) - **Forward Looking:** 8.6/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.6/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10) **Who Is the Company Behind QuickBooks Bill Pay?** - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** https://www.intuit.com/ - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit (80,559 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (18,185 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 80% Small-Business, 12% Mid-Market #### What Are QuickBooks Bill Pay's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Easy Integrations (3 reviews) - QuickBooks Integration (2 reviews) - Reporting (2 reviews) - Budgeting (1 reviews) **Cons:** - Expensive (1 reviews) - Missing Features (1 reviews) - Poor Customer Support (1 reviews) ### What Do G2 Reviewers Say About QuickBooks Bill Pay? *AI-generated summary from verified user reviews* **Pros:** - Users find QuickBooks Bill Pay to be **easy to use** , making day-to-day financial management straightforward and efficient. - Users appreciate the **easy integrations** with QuickBooks tools, enhancing billing and cash flow management effortlessly. - Users enjoy the **seamless QuickBooks integration** , allowing for instant payments and easy access to funds. - Users appreciate the **variety of reports** available in QuickBooks Bill Pay for informed decision-making and client communication. - Users value the **affordable budgeting options** of QuickBooks Bill Pay, promoting accessibility for small businesses and freelancers. **Cons:** - Users find QuickBooks Bill Pay to be **expensive** , especially for businesses operating on a tight budget. - Users are disappointed by the **missing check writing feature** in QuickBooks Bill Pay, affecting their payment methods. - Users express dissatisfaction with **limited customer support** , relying solely on chat assistance for help with issues. #### What Are Recent G2 Reviews of QuickBooks Bill Pay? **"[User-Friendly Bill Pay with Strong Approvals and Real-Time Status Updates](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12714033)"** **Rating:** 5.0/5.0 stars *— Tammy S.* [Read full review](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12714033) --- **"[Solid AP workflow for a small consulting firm](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12776523)"** **Rating:** 4.5/5.0 stars *— Verified User in Mechanical or Industrial Engineering* [Read full review](https://www.g2.com/survey_responses/quickbooks-bill-pay-review-12776523) --- ### 5. [Kyriba](https://www.g2.com/products/kyriba/reviews) Kyriba's Liquidity Performance platform is a cloud-based treasury management system (TMS) trusted to transform how organizations eliminate liquidity gridlock and optimize financial operations. The platform consolidates cash management, payment automation, risk management, and cash forecasting functions into a unified solution, providing CFOs and treasury teams with comprehensive tools to manage working capital and liquidity across global operations. Designed for mid-market and enterprise organizations, the platform addresses critical operational challenges related to cash visibility and treasury workflows that create liquidity gridlock. Organizations operating across multiple regions and currencies gain real-time monitoring of cash positions across bank accounts and entities through global connectivity features, including integration with 10,000 banks worldwide - enabling true liquidity performance at scale. The platform incorporates Trusted AI capabilities specifically built for treasury functions, delivering enhanced cash flow forecasting and liquidity analysis through artificial intelligence trained on decades of treasury-specific data. This purpose-built approach generates accurate predictions that finance leaders can rely on for strategic decision-making. Financial risk management features enable users to proactively track and analyze foreign exchange exposure, interest rate risks, and other financial metrics before they impact business performance. Payment automation functionality streamlines processing workflows, significantly reducing manual tasks and operational risks while supporting various payment formats and banking protocols. Advanced cash forecasting tools include scenario modeling capabilities and predictive analytics that transform working capital planning from reactive management into strategic liquidity performance optimization. The cloud-based infrastructure serves nearly 4,000 organizations managing 3.6 billion bank transactions and $51 trillion in payments annually across industries including manufacturing, retail, technology, and pharmaceuticals. Integration options include connectivity with major ERP systems such as SAP, Oracle, NetSuite, Workday, and Microsoft Dynamics, enabling seamless data flow across the financial ecosystem. The platform supports comprehensive treasury accounting functions, bank reconciliation, hedge accounting, and compliance reporting requirements. Multi-entity consolidation features accommodate organizations with complex corporate structures requiring centralized treasury oversight while maintaining subsidiary-level visibility and control. Kyriba's architecture includes API connectivity through the Kyriba Marketplace, enabling integration with third-party financial systems and services to create an extended liquidity network. The platform addresses critical treasury use cases including daily cash positioning, payment processing and approval workflows, FX hedging program management, debt and investment tracking, and regulatory compliance reporting - empowering organizations to transform their liquidity challenges into competitive advantages. **Average Rating:** 4.5/5.0 **Total Reviews:** 122 **How Do G2 Users Rate Kyriba?** - **Forecast Comparison:** 7.5/10 (Category avg: 8.5/10) - **Forward Looking:** 7.3/10 (Category avg: 8.7/10) - **Variance Analysis:** 7.1/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.4/10) **Who Is the Company Behind Kyriba?** - **Seller:** [Kyriba](https://www.g2.com/sellers/kyriba) - **Company Website:** https://www.kyriba.com - **Year Founded:** 2000 - **HQ Location:** San Diego, CA - **Twitter:** @kyribacorp (4,762 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/31955 (1,372 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Treasury Manager - **Top Industries:** Insurance, Commercial Real Estate - **Company Size:** 64% Enterprise, 21% Mid-Market #### What Are Kyriba's Pros and Cons? **Pros:** - Ease of Use (29 reviews) - Centralization (28 reviews) - Efficiency (24 reviews) - Financial Management (24 reviews) - Time-saving (23 reviews) **Cons:** - Complexity (13 reviews) - Difficulty (10 reviews) - Improvement Needed (9 reviews) - Learning Difficulty (9 reviews) - Steep Learning Curve (9 reviews) ### What Do G2 Reviewers Say About Kyriba? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Kyriba, enhancing efficiency and simplifying processes for treasury functions. - Users find Kyriba's **centralization of Treasury functions** simplifies processes, enhances focus on strategy, and boosts operational efficiency. - Users value Kyriba for its **efficiency in centralized visibility** , streamlining treasury operations and enhancing decision-making capabilities. - Users appreciate Kyriba for its **centralized visibility and control** , enhancing cash management and reporting efficiency significantly. - Users appreciate the **time-saving efficiency** of Kyriba, significantly reducing daily tasks and enhancing productivity. **Cons:** - Users find Kyriba's **complexity** frustrating, as workflows require specialized knowledge and hinder usability and support integration. - Users find the **difficulty in running reports** and configuring settings can complicate their experience with Kyriba. - Users encounter several **system idiosyncrasies** that hinder usability and complicate the accounting process in Kyriba. - Users face a **steep learning difficulty** with Kyriba's complex configuration and navigation, requiring significant time investment to master. - Users find the **steep learning curve** of Kyriba challenging, requiring extensive time and training for effective navigation. #### What Are Recent G2 Reviews of Kyriba? **"[Kyriba Unifies Treasury Functions and Drives Real Operational Improvements](https://www.g2.com/survey_responses/kyriba-review-12412487)"** **Rating:** 4.5/5.0 stars *— Mauricio M.* [Read full review](https://www.g2.com/survey_responses/kyriba-review-12412487) --- **"[Market Leading Treasury Management System](https://www.g2.com/survey_responses/kyriba-review-10989447)"** **Rating:** 5.0/5.0 stars *— Mitch H.* [Read full review](https://www.g2.com/survey_responses/kyriba-review-10989447) --- #### What Are G2 Users Discussing About Kyriba? - [What is kyriba certification?](https://www.g2.com/discussions/kyriba-what-is-kyriba-certification) - [What is kyriba certification?](https://www.g2.com/discussions/what-is-kyriba-certification) - [Where is kyriba based?](https://www.g2.com/discussions/kyriba-where-is-kyriba-based) - [Where is kyriba based?](https://www.g2.com/discussions/where-is-kyriba-based) - [What does a treasury management system do?](https://www.g2.com/discussions/kyriba-what-does-a-treasury-management-system-do) ### 6. [Datarails](https://www.g2.com/products/datarails/reviews) Datarails is an AI-powered, Excel-connected platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions. **Average Rating:** 4.6/5.0 **Total Reviews:** 364 **How Do G2 Users Rate Datarails?** - **Forecast Comparison:** 8.9/10 (Category avg: 8.5/10) - **Forward Looking:** 8.3/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.9/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10) **Who Is the Company Behind Datarails?** - **Seller:** [Datarails](https://www.g2.com/sellers/datarails) - **Company Website:** https://www.Datarails.com - **Year Founded:** 2015 - **HQ Location:** New York - **Twitter:** @datarails (1,139 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10519133/ (407 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Chief Financial Officer - **Top Industries:** Financial Services, Hospital & Health Care - **Company Size:** 71% Mid-Market, 21% Small-Business #### What Are Datarails's Pros and Cons? **Pros:** - Ease of Use (90 reviews) - Excel Integration (51 reviews) - Reporting Efficiency (50 reviews) - Data Management (48 reviews) - Efficiency (45 reviews) **Cons:** - Learning Difficulty (36 reviews) - Learning Curve (26 reviews) - Missing Features (24 reviews) - Steep Learning Curve (23 reviews) - Complexity (21 reviews) ### What Do G2 Reviewers Say About Datarails? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Datarails for generating reports and managing data efficiently. - Users value the **native Excel integration** , finding it enhances workflows while ensuring data governance and ease of use. - Users praise Datarails for its **reporting efficiency** , enabling seamless data aggregation and streamlined financial management. - Users value the **seamless data integration** in Datarails, enhancing workflows while ensuring accuracy and compliance. - Users value the **efficiency** of Datarails, streamlining processes and enhancing financial visibility with automated reporting. **Cons:** - Users find the **learning difficulty** challenging, especially when handling initial setup and resolving issues within the software. - Users face a **steep learning curve** with Datarails, but support and updates help ease the onboarding process. - Users are disappointed by **missing features** in Datarails, limiting their ability to fully leverage the platform. - Users face a **steep learning curve** with Datarails, but support and updates help users adapt over time. - Users find Datarails’ **complexity in backend processes** frustrating, complicating data tracing and troubleshooting efforts. #### What Are Recent G2 Reviews of Datarails? **"[Seamless, Faultless Reporting That Makes Work Easier](https://www.g2.com/survey_responses/datarails-review-13067556)"** **Rating:** 5.0/5.0 stars *— ben .* [Read full review](https://www.g2.com/survey_responses/datarails-review-13067556) --- **"[Datarails -- Now an AI-Ready FinanceOS, Still On the Rails of Your FP&A](https://www.g2.com/survey_responses/datarails-review-8920294)"** **Rating:** 5.0/5.0 stars *— Skip K.* [Read full review](https://www.g2.com/survey_responses/datarails-review-8920294) --- #### What Are G2 Users Discussing About Datarails? - [What do you like most about Datarails for financial planning, and what features do you find most valuable?](https://www.g2.com/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable) ### 7. [Billtrust](https://www.g2.com/products/billtrust/reviews) Billtrust is a specialized B2B order-to-cash software solution designed to help finance leaders streamline their invoicing and payment processes. By transitioning from traditional paper invoicing and check acceptance to efficient electronic billing and payments, Billtrust enables organizations to enhance their cash flow management, reduce operational costs, and improve customer satisfaction. With a focus on leveraging AI-powered technology, Billtrust serves as a comprehensive platform that addresses the unique challenges businesses face in managing their accounts receivable. Targeting finance professionals across various industries, Billtrust is particularly beneficial for organizations that handle large volumes of invoices and payments. Its user-friendly interface and robust features cater to companies seeking to modernize their financial operations while maintaining a strong focus on customer experience. By automating the order-to-cash cycle, Billtrust enables finance teams to allocate their resources more effectively, allowing them to focus on strategic initiatives rather than mundane administrative tasks. With more than $1 trillion invoice dollars processed, Billtrust delivers business value through deep industry expertise and a culture relentlessly focused on delivering meaningful customer outcomes. The platform offers a suite of tools designed to facilitate electronic invoicing and payments. This not only accelerates cash flow but also minimizes the costs associated with paper-based invoicing methods. Additionally, Billtrust's AI-driven insights enable finance leaders to make informed decisions, optimize their collections strategies, and improve overall financial performance. The platform is designed to integrate seamlessly with existing financial systems, ensuring that businesses can adopt its solutions without significant disruption. By focusing on the specific needs of finance leaders, Billtrust offers a tailored approach that enhances operational efficiency and fosters stronger customer relationships through improved payment experiences. Overall, Billtrust is a powerful tool for finance leaders looking to modernize their order-to-cash processes. Its combination of advanced technology, industry expertise, and customer-centric design makes it an essential solution for organizations seeking to enhance their financial operations and drive sustainable growth. **Average Rating:** 4.4/5.0 **Total Reviews:** 508 **How Do G2 Users Rate Billtrust?** - **Forecast Comparison:** 10.0/10 (Category avg: 8.5/10) - **Forward Looking:** 10.0/10 (Category avg: 8.7/10) - **Variance Analysis:** 10.0/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10) **Who Is the Company Behind Billtrust?** - **Seller:** [Billtrust](https://www.g2.com/sellers/billtrust) - **Company Website:** https://www.billtrust.com/ - **Year Founded:** 2001 - **HQ Location:** Hamilton, NJ - **Twitter:** @Billtrust (1,888 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/billtrust/ (805 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Credit Manager, Accounts Receivable - **Top Industries:** Accounting, Construction - **Company Size:** 44% Enterprise, 39% Mid-Market #### What Are Billtrust's Pros and Cons? **Pros:** - Ease of Use (164 reviews) - Invoicing (93 reviews) - Payment Processing (50 reviews) - Customer Satisfaction (47 reviews) - Efficiency (41 reviews) **Cons:** - Invoicing Issues (38 reviews) - Payment Issues (35 reviews) - Missing Features (31 reviews) - Poor Customer Support (25 reviews) - Login Issues (24 reviews) ### What Do G2 Reviewers Say About Billtrust? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **ease of use** of Billtrust, finding it simple for managing payments and invoices. - Users appreciate the **visibility into invoice status** provided by Billtrust, simplifying payment tracking and management. - Users value the **smoother payment processing** with online access to invoices and real-time payment tracking. - Users appreciate the **customer satisfaction** with Billtrust, enjoying easy online payments and seamless invoicing capabilities. - Users value the **efficiency** of Billtrust, enjoying streamlined workflows and effortless management of tasks and payments. **Cons:** - Users face frequent **invoicing issues** that hinder payment processes and customer communication, causing frustration and delays. - Users face **payment issues** with Billtrust, such as delayed invoices and problems with payment application to invoices. - Users find **missing features** in Billtrust, leading to frustrations with invoice management and limited customization options. - Users face challenges with **poor customer support** , struggling to receive timely assistance and communicate effectively. - Users face **login issues** with delayed statements and password resets, complicating their overall experience with Billtrust. #### What Are Recent G2 Reviews of Billtrust? **"[Handles Deduction & Payment Automation Efficiently](https://www.g2.com/survey_responses/billtrust-review-9315346)"** **Rating:** 4.5/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/billtrust-review-9315346) --- **"[Great program with just one issue....](https://www.g2.com/survey_responses/billtrust-review-10033290)"** **Rating:** 5.0/5.0 stars *— Jennifer W.* [Read full review](https://www.g2.com/survey_responses/billtrust-review-10033290) --- #### What Are G2 Users Discussing About Billtrust? - [How long has billtrust been in business?](https://www.g2.com/discussions/how-long-has-billtrust-been-in-business) - 1 comment, 1 upvote - [Is Billtrust legit?](https://www.g2.com/discussions/is-billtrust-legit) - 3 comments, 1 upvote - [What kind of company is billtrust?](https://www.g2.com/discussions/what-kind-of-company-is-billtrust) - [What does Billtrust do?](https://www.g2.com/discussions/what-does-billtrust-do) - 1 comment, 1 upvote ### 8. [Tesorio](https://www.g2.com/products/tesorio/reviews) Tesorio has been a leader in accounts receivable and financial operations for 10 years, helping finance teams get paid faster and processing billions of dollars in receivables every year. Backed by Workday Ventures and a certified NetSuite partner, Tesorio pairs an AI-first architecture with the governance and controls enterprises require. It's trusted by companies, from hyper-growth startups to category leaders, including Fin, Veeva, GitLab, Plaid, Fastly, and Notion. Tesorio is the Agentic Financial Operations platform where AI agents handle the manual busywork across the order-to-cash lifecycle, including collections, cash application, and supplier portal management, while humans focus on judgment: exceptions, priorities, and customer relationships. The platform structures financial data from your source systems, automates execution, and delivers real-time visibility with AR forecasting, so teams always know where their receivables stand and can step in wherever a decision needs a person. Finance teams use Tesorio to turn revenue into cash faster. Instead of chasing payments and reconciling invoices by hand, teams clear repetitive work off their plate, improve cash flow predictability, and scale collections without adding headcount. Tesorio averages less than 1.5 months to go live, roughly 4x faster than the AR category average, so teams see value quickly. Results Tesorio customers see: - Up to 30% reduction in days sales outstanding (DSO) - 3x improvement in collections team efficiency - 75% reduction of bad debt write off - Scale collections volume without adding headcount See what the impact could be on your business with our ROI calculator: https://www.tesorio.com/roi-calculator **Average Rating:** 4.7/5.0 **Total Reviews:** 237 **How Do G2 Users Rate Tesorio?** - **Forecast Comparison:** 8.2/10 (Category avg: 8.5/10) - **Forward Looking:** 8.2/10 (Category avg: 8.7/10) - **Variance Analysis:** 7.9/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10) **Who Is the Company Behind Tesorio?** - **Seller:** [Tesorio](https://www.g2.com/sellers/tesorio) - **Company Website:** https://www.tesorio.com - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @usetesorio (481 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3608288/ (42 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Accounts Receivable Specialist - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 48% Mid-Market, 32% Enterprise #### What Are Tesorio's Pros and Cons? **Pros:** - Ease of Use (30 reviews) - Automation (16 reviews) - Collections Efficiency (16 reviews) - Invoicing Management (16 reviews) - Collections Management (15 reviews) **Cons:** - Improvement Needed (12 reviews) - Sync Issues (8 reviews) - Invoicing Issues (6 reviews) - Email Automation Issues (4 reviews) - Email Functionality (4 reviews) ### What Do G2 Reviewers Say About Tesorio? *AI-generated summary from verified user reviews* **Pros:** - Users find Tesorio's **ease of use** impressive, facilitating effective work and seamless collaboration across teams. - Users value the **automation capabilities** of Tesorio, enhancing their dunning processes and providing insightful analytics. - Users appreciate the **collections efficiency** of Tesorio, enhancing collaboration and visibility across teams for effective invoicing. - Users appreciate the **ease of editing templates and invoicing features** , fostering independence and effective cash management. - Users appreciate the **visibility and organization** Tesorio provides for managing collections and improving cash flow insights. **Cons:** - Users feel that Tesorio requires **improvements in reporting and prediction accuracy** to enhance their overall experience. - Users experience **sync issues** with delays and problems in data transfer between Tesorio and their ERP systems. - Users experience **invoicing issues** with delays and confusion over entity names that hinder functionality in Tesorio. - Users find **email automation issues** with Tesorio, particularly with managing inbox functionality and setup complications. - Users find Tesorio's **email functionality lacking** , particularly for managing emails and reporting effectively. #### What Are Recent G2 Reviews of Tesorio? **"[Essential AR Tool with User-Friendly Dashboard](https://www.g2.com/survey_responses/tesorio-review-4106350)"** **Rating:** 5.0/5.0 stars *— Srinivasan S.* [Read full review](https://www.g2.com/survey_responses/tesorio-review-4106350) --- **"[Clean UI, Smart AI Collections, and Seamless NetSuite–Salesforce Integration](https://www.g2.com/survey_responses/tesorio-review-13074323)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/tesorio-review-13074323) --- #### What Are G2 Users Discussing About Tesorio? - [What is Tesorio used for?](https://www.g2.com/discussions/what-is-tesorio-used-for) ### 9. [Anchor](https://www.g2.com/products/anchor-anchor/reviews) Anchor is the leading AR automation platform that gets service businesses paid on time, every time effortlessly. With no subscription fees, Anchor combines proposals, agreements, billing, and payments into one seamless workflow. Clients are auto-billed and auto-charged based on dynamic agreements, and everything syncs in real time with your general ledger. Designed for accountants, consultants, agencies, and service providers, Anchor eliminates manual billing tasks, reduces human error, and helps prevent revenue leakage. • Close deals faster with branded online proposals • Send flexible agreements that evolve with scope and terms • Automate billing: recurring, hourly, fixed, or one-time • Accept ACH or credit cards with adjustable fee settings • Collaborate via roles, permissions, and audit trails • Give clients a self-serve portal and automated reminders • Sync with QuickBooks Online, Xero and 5,000+ apps via Zapier Just $5 per payment. No subscriptions. No limits. **Average Rating:** 4.9/5.0 **Total Reviews:** 122 **How Do G2 Users Rate Anchor?** - **Forecast Comparison:** 8.9/10 (Category avg: 8.5/10) - **Forward Looking:** 8.9/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.9/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.4/10) **Who Is the Company Behind Anchor?** - **Seller:** [Anchor](https://www.g2.com/sellers/anchor) - **Company Website:** https://www.sayanchor.com/ - **HQ Location:** New York, US - **Twitter:** @Say_anchor_ (169 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/anchor-pay/ (117 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Accounting, Consulting - **Company Size:** 98% Small-Business, 2% Mid-Market #### What Are Anchor's Pros and Cons? **Pros:** - Time-saving (30 reviews) - Ease of Use (24 reviews) - Automation (18 reviews) - Efficiency (16 reviews) - Flexibility (16 reviews) **Cons:** - Payment Issues (8 reviews) - Processing Delays (6 reviews) - Limited Customization (5 reviews) - Steep Learning Curve (5 reviews) - Delays (4 reviews) ### What Do G2 Reviewers Say About Anchor? *AI-generated summary from verified user reviews* **Pros:** - Users value the **time-saving automation** of Anchor, allowing hassle-free billing and efficient proposal management. - Users find Anchor remarkably **easy to use** , with a straightforward setup and user-friendly features for efficiency. - Users value the **automation** of billing and proposal drafting, significantly streamlining their overall workflow and enhancing efficiency. - Users commend Anchor for its **efficiency** , significantly streamlining proposals, contracts, and billing processes for enhanced professionalism. - Users value the **flexibility** of Anchor, enhancing professionalism and streamlining multiple business processes effortlessly. **Cons:** - Users find **payment issues** challenging, especially with complex project plans and the desire for next day funding. - Users note the **processing delays** have improved, yet there's still a desire for next-day funding options. - Users wish for more **customization options** in Anchor, particularly regarding email reminders and agreement modifications. - Users note a **steep learning curve** with Anchor, requiring time and effort to master its features effectively. - Users are still frustrated by the **10-day delay in payouts** using ACH payments, despite improvements in fund transfer times. #### What Are Recent G2 Reviews of Anchor? **"[All-in-One Proposal and Payment Solution](https://www.g2.com/survey_responses/anchor-review-12769161)"** **Rating:** 4.5/5.0 stars *— Emily H.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12769161) --- **"[Intuitive Proposals with Fast Setup and Built-In Invoicing](https://www.g2.com/survey_responses/anchor-review-12951275)"** **Rating:** 4.5/5.0 stars *— Jennifer H.* [Read full review](https://www.g2.com/survey_responses/anchor-review-12951275) --- ### 10. [Quadient Accounts Receivable](https://www.g2.com/products/quadient-accounts-receivable/reviews) Quadient Accounts Receivable streamlines the entire order to cash cycle, helping finance teams collect payments faster, eliminate manual work, and manage cash flow with confidence. Designed for B2B organizations, the platform uses automated collection workflows and a frictionless customer payment experience to get customers paying 34% faster, making billing, invoicing, and follow ups smoother for finance teams and their customers. Quadient AR removes operational friction by automating routine tasks across invoicing, collections, and cash application, enabling teams to eliminate 50% of tedious manual work with industry leading automation. With real time, customizable dashboards powered by machine learning, teams can forecast cash flow with up to 94% accuracy while tracking aging, DSO, and payer behavior all in one place for faster, more confident decision making. With this level of clarity, finance teams can reduce bad debt, improve collection rates, and maintain a healthy cash flow. Customers see significant financial impact with Quadient AR delivering an impressive average of 403% ROI over three years, supported by reduced DSO, fewer write offs, and more consistent payment behavior. With automated reminders, multi channel invoice delivery, integrated payments, AI powered cash application, robust credit and dispute management, and seamless integrations with any ERP, Quadient transforms AR from a reactive, manual function into a proactive engine for cash flow acceleration, stronger customer relationships, and long term financial health. **Average Rating:** 4.4/5.0 **Total Reviews:** 153 **How Do G2 Users Rate Quadient Accounts Receivable?** - **Forecast Comparison:** 9.0/10 (Category avg: 8.5/10) - **Forward Looking:** 9.0/10 (Category avg: 8.7/10) - **Variance Analysis:** 9.2/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.4/10) **Who Is the Company Behind Quadient Accounts Receivable?** - **Seller:** [Quadient](https://www.g2.com/sellers/quadient) - **Company Website:** https://www.quadient.com/ - **Year Founded:** 1924 - **HQ Location:** Bagneux, France - **Twitter:** @Quadient (3,878 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/quadient/ (3,966 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accounting Manager, Accounts Receivable Specialist - **Top Industries:** Accounting, Computer Software - **Company Size:** 59% Mid-Market, 23% Small-Business #### What Are Quadient Accounts Receivable's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Automation (4 reviews) - Customer Satisfaction (4 reviews) - Customer Management (3 reviews) - Reporting (3 reviews) **Cons:** - Payment Issues (3 reviews) - Invoicing Issues (2 reviews) - Missing Features (2 reviews) - Card Issues (1 reviews) - Communication Issues (1 reviews) ### What Do G2 Reviewers Say About Quadient Accounts Receivable? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Quadient Accounts Receivable, simplifying workflow and enhancing daily operations. - Users appreciate the **automation features** of Quadient Accounts Receivable, enhancing efficiency and reducing manual workload significantly. - Users appreciate the **user-friendly experience** and excellent customer support of Quadient Accounts Receivable, enhancing productivity. - Users appreciate the **super user-friendly customer management** of Quadient Accounts Receivable, enhancing organization and client communication. - Users value the **ease of reporting** in Quadient Accounts Receivable, enhancing decision-making and streamlining workflows effectively. **Cons:** - Users report **payment issues** with Quadient Accounts Receivable, including frequent failures and slow support responses. - Users find it challenging to manage **invoicing issues** with separate notifications for multiple invoices, preferring a consolidated view. - Users feel the **missing features** in Quadient Accounts Receivable limit email customization and invoice management efficiency. - Users have experienced **credit card failures** that can hinder their transactions and overall satisfaction with the product. - Users find **communication issues** due to ungrouped conversations, despite overall satisfaction with the inbox functionality. #### What Are Recent G2 Reviews of Quadient Accounts Receivable? **"[collections](https://www.g2.com/survey_responses/quadient-accounts-receivable-review-12752545)"** **Rating:** 4.5/5.0 stars *— Natalia A.* [Read full review](https://www.g2.com/survey_responses/quadient-accounts-receivable-review-12752545) --- **"[Boosted Efficiency with Automation and Real-Time Invoice Visibility](https://www.g2.com/survey_responses/quadient-accounts-receivable-review-13120402)"** **Rating:** 5.0/5.0 stars *— Kurt R.* [Read full review](https://www.g2.com/survey_responses/quadient-accounts-receivable-review-13120402) --- #### What Are G2 Users Discussing About Quadient Accounts Receivable? - [What are the benefits and challenges of using Quadient Accounts Receivable by YayPay, and what do you recommend for new users?](https://www.g2.com/discussions/what-are-the-benefits-and-challenges-of-using-quadient-accounts-receivable-by-yaypay-and-what-do-you-recommend-for-new-users) - [What is YayPay by Quadient used for?](https://www.g2.com/discussions/what-is-yaypay-by-quadient-used-for) ### 11. [Atlar](https://www.g2.com/products/atlar/reviews) Atlar is the AI-native treasury platform that helps finance teams manage payments, cash, forecasting, and bank connectivity — all in one place. Built for modern teams at scaling companies, Atlar is a treasury management platform that replaces spreadsheets, bank portals, and manual workflows with real-time automation and visibility. It connects directly to banks and ERPs to centralize treasury and finance operations, helping teams move faster, reduce risk, and make better cash decisions. Finance and treasury professionals use Atlar to run global payments, automate reconciliation, track cash positions across entities and currencies, and forecast with confidence. Whether managing liquidity, passing audits, or scaling operations, Atlar provides the control and clarity needed at every stage of growth. Atlar is trusted by teams at companies like Acne Studios, Forto, GetYourGuide, Mangopay, Storytel, Tide, and Zilch. They’ve replaced repetitive tasks with real-time workflows and transformed treasury from a cost center into a strategic driver of growth. Key features and benefits include: – Real-time visibility into global cash positions and forecasts across accounts, entities, and banks. – Direct integrations with leading banks and ERPs like NetSuite for streamlined data and payment flows. – Automated payment operations, from approval workflows to execution and reconciliation. – Stronger financial controls with standardized processes and audit-ready oversight. – Liquidity optimization tools to better manage pooling, intercompany flows, and working capital. Atlar is headquartered in Stockholm and backed by Index Ventures and General Catalyst. It is a preferred partner of industry leaders such as NetSuite, Citi, Nordea, and others. **Average Rating:** 4.8/5.0 **Total Reviews:** 65 **How Do G2 Users Rate Atlar?** - **Forecast Comparison:** 9.2/10 (Category avg: 8.5/10) - **Forward Looking:** 9.1/10 (Category avg: 8.7/10) - **Variance Analysis:** 9.2/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.4/10) **Who Is the Company Behind Atlar?** - **Seller:** [Atlar](https://www.g2.com/sellers/atlar) - **Company Website:** https://www.atlar.com/ - **Year Founded:** 2022 - **HQ Location:** Stockholm, Sweden - **Twitter:** @atlarhq (37 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/atlarhq/ (53 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Computer Software - **Company Size:** 75% Mid-Market, 23% Small-Business #### What Are Atlar's Pros and Cons? **Pros:** - Customer Support (18 reviews) - Ease of Use (17 reviews) - Implementation Ease (14 reviews) - Easy Integrations (10 reviews) - Intuitive (10 reviews) **Cons:** - Expensive (3 reviews) - Extra Charges (2 reviews) - High Fees (2 reviews) - Implementation Issues (2 reviews) - Improvement Needed (2 reviews) ### What Do G2 Reviewers Say About Atlar? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **exceptional customer support** from Atlar, noting quick and helpful responses to all queries. - Users find Atlar **easy to use** , appreciating its intuitive design and streamlined banking management capabilities. - Users praise Atlar for its **smooth implementation process** and excellent support, enhancing their overall experience and efficiency. - Users value the **easy integrations** of Atlar, enabling seamless connections with financial systems like NetSuite for enhanced efficiency. - Users appreciate Atlar's **intuitive design** , which enhances data interpretation and simplifies daily treasury tasks efficiently. **Cons:** - Users find Atlar to be **relatively expensive** , especially due to potential hidden costs and limited bank connections. - Users should be cautious of **extra charges** related to hidden costs for bank connections and implementation fees. - Users find that Atlar has **high fees** , especially with hidden costs when setting up automated bank connections. - Users note the **implementation issues** with Atlar, including onboarding delays and potential hidden costs from banks. - Users find that **improvement is needed** in onboarding banks and accessing more detailed insights directly in Atlar. #### What Are Recent G2 Reviews of Atlar? **"[Clean, Intuitive, and Reliable—Purpose-Built Features That Deliver](https://www.g2.com/survey_responses/atlar-review-12877846)"** **Rating:** 5.0/5.0 stars *— Camilo G.* [Read full review](https://www.g2.com/survey_responses/atlar-review-12877846) --- **"[Comprehensive Cash Visibility and Reporting Made Simple](https://www.g2.com/survey_responses/atlar-review-11740156)"** **Rating:** 5.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/atlar-review-11740156) --- ### 12. [Trovata](https://www.g2.com/products/trovata-trovata/reviews) Trovata is an AI-native treasury management and liquidity platform that centralizes multibank connectivity, cash visibility, treasury operations, and stablecoin within a single cloud-based system. Trovata connects to thousands of global banks through direct APIs, SWIFT, and secure file delivery, then normalizes balances and transactions into a real-time, AI-ready data foundation. This standardized dataset powers cash reporting, forecasting, payments, risk management, and accounting workflows across entities and geographies. In addition to traditional bank rails, Trovata supports programmable stablecoin liquidity, enabling faster, more flexible global money movement. Trovata AI is embedded directly into the treasury operating system. Operating within a controlled AWS environment, it acts on real treasury data and workflows to deliver conversational answers, proactive insights, and governed agentic automation, reducing manual work without compromising control or auditability. Trovata is delivered through three connected products. Trovata Cash provides centralized bank data, real-time liquidity dashboards, AI Chat, and automated insights to explain cash movements, surface anomalies, and accelerate forecasting. Trovata TMS extends into full treasury management, where AI Agents automate recurring workflows such as variance analysis, daily cash reporting, reconciliation summaries, and executive updates. Trovata Data offers managed bank connectivity and normalized financial data through APIs, enabling teams to embed liquidity intelligence into internal systems and digital finance applications. Core capabilities include: Direct multibank connectivity with normalized, AI-ready financial data, agentic AI for monitoring activity, explaining variances, and automating treasury workflows, machine learning–supported forecasting and anomaly detection, payment initiation and policy-controlled approvals across bank and stablecoin rails, enterprise-grade security with encrypted data, role-based access, and fully auditable AI Built on modern cloud infrastructure, Trovata supports high-volume global treasury operations for mid-market and enterprise organizations, as well as banks and fintechs embedding AI-driven liquidity capabilities into their products. **Average Rating:** 4.5/5.0 **Total Reviews:** 34 **How Do G2 Users Rate Trovata?** - **Forecast Comparison:** 7.4/10 (Category avg: 8.5/10) - **Forward Looking:** 7.4/10 (Category avg: 8.7/10) - **Variance Analysis:** 7.7/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10) **Who Is the Company Behind Trovata?** - **Seller:** [Trovata](https://www.g2.com/sellers/trovata-ebf25137-9f26-4de2-a1d8-07eba008265f) - **Company Website:** https://www.trovata.io/ - **Year Founded:** 2016 - **HQ Location:** San Diego, CA - **Twitter:** @Trovata_io (577 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/trovata-io (85 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Treasury Manager - **Top Industries:** Financial Services - **Company Size:** 41% Enterprise, 32% Mid-Market #### What Are Trovata's Pros and Cons? **Pros:** - Analytics (4 reviews) - Automation (4 reviews) - Efficiency (4 reviews) - Efficiency Improvement (4 reviews) - Financial Management (4 reviews) **Cons:** - Learning Curve (2 reviews) - Steep Learning Curve (2 reviews) - Complexity (1 reviews) - Difficult Setup (1 reviews) - Field Limitations (1 reviews) ### What Do G2 Reviewers Say About Trovata? *AI-generated summary from verified user reviews* **Pros:** - Users value the **outstanding analytics** of Trovata, enhancing visibility and efficiency in treasury operations significantly. - Users value Trovata for its **exceptional automation** , transforming time-consuming tasks into efficient, real-time reporting processes. - Users praise Trovata for its **efficiency** , transforming manual tasks into automated, real-time data insights with minimal effort. - Users find Trovata to significantly enhance **efficiency through automated reporting and streamlined cash management** , transforming treasury operations. - Users benefit greatly from Trovata's **exceptional real-time reporting and automated cash management** , transforming financial operations efficiently. **Cons:** - Users experience a **slight learning curve** during setup, but support resources help ease the process effectively. - Users experience a **steep learning curve** during initial setup, but support helps ease the process effectively. - Users find Trovata's **complexity in managing bank connections** challenging, struggling with missing data and variance corrections. - Users note that the **difficult setup** necessitates careful planning, though support mitigates initial complexity. - Users face **field limitations** with Trovata, struggling with forecasting accuracy and customization in reporting. #### What Are Recent G2 Reviews of Trovata? **"[Seamless All-in-One Dashboard with Game-Changing Unlimited Retention](https://www.g2.com/survey_responses/trovata-review-12891353)"** **Rating:** 4.0/5.0 stars *— Zackery N.* [Read full review](https://www.g2.com/survey_responses/trovata-review-12891353) --- **"[Amazing product, service and price!!](https://www.g2.com/survey_responses/trovata-review-11076640)"** **Rating:** 5.0/5.0 stars *— Erica Jamay P.* [Read full review](https://www.g2.com/survey_responses/trovata-review-11076640) --- #### What Are G2 Users Discussing About Trovata? - [What is the use of Trovata?](https://www.g2.com/discussions/what-is-the-use-of-trovata) - 1 comment - [What is TMS banking?](https://www.g2.com/discussions/what-is-tms-banking) - 1 comment - [What does trovata do?](https://www.g2.com/discussions/what-does-trovata-do) - 1 comment ### 13. [Fathom](https://www.g2.com/products/fathom/reviews) Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance. **Average Rating:** 4.7/5.0 **Total Reviews:** 109 **How Do G2 Users Rate Fathom?** - **Forecast Comparison:** 8.5/10 (Category avg: 8.5/10) - **Forward Looking:** 8.5/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.9/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.4/10) **Who Is the Company Behind Fathom?** - **Seller:** [Fathom Applications](https://www.g2.com/sellers/fathom-applications) - **Company Website:** https://www.fathomhq.com - **Year Founded:** 2010 - **HQ Location:** Brisbane, QLD - **Twitter:** @fathomhq (7,396 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2631592/ (70 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Controller - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 56% Small-Business, 35% Mid-Market #### What Are Fathom's Pros and Cons? **Pros:** - Features (14 reviews) - Ease of Use (12 reviews) - Reporting (12 reviews) - Customer Support (11 reviews) - Reporting Efficiency (11 reviews) **Cons:** - Missing Features (6 reviews) - Upload Issues (5 reviews) - Customization Difficulties (4 reviews) - Import Issues (4 reviews) - Improvements Needed (4 reviews) ### What Do G2 Reviewers Say About Fathom? *AI-generated summary from verified user reviews* **Pros:** - Users love the **intuitive and flexible features** of Fathom, enhancing reporting clarity and operational insight. - Users find Fathom to be **intuitive and powerful** , enabling effortless financial planning and streamlined reporting processes. - Users value the **versatile reporting capabilities** of Fathom, enhancing clarity and efficiency in their financial insights. - Users value the **prompt and helpful customer support** of Fathom, enhancing their overall experience with the product. - Users praise Fathom for its **reporting efficiency** , enabling accurate decisions through visually appealing and flexible reports. **Cons:** - Users find **missing features** in Fathom, particularly struggles with budget uploads and lack of custom KPI integration. - Users struggle with **upload issues** , finding the Excel format cumbersome and automation lacking for budget management. - Users find **customization difficult** in Fathom, wishing for more flexibility in reporting and data presentation options. - Users find **import issues** frustrating, as seamless data uploads and budgeting can be cumbersome and error-prone. - Users feel that Fathom needs **improvements in structure clarity and graphical representation** for better reporting and user experience. #### What Are Recent G2 Reviews of Fathom? **"[Effortless Reporting with Stunning Clarity](https://www.g2.com/survey_responses/fathom-review-13092549)"** **Rating:** 5.0/5.0 stars *— Kara T.* [Read full review](https://www.g2.com/survey_responses/fathom-review-13092549) --- **"[Easy QuickBooks Integration with Exceptional Reporting and KPI Tracking](https://www.g2.com/survey_responses/fathom-review-12952998)"** **Rating:** 5.0/5.0 stars *— Nancy L.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12952998) --- ### 14. [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks. **Average Rating:** 4.6/5.0 **Total Reviews:** 251 **How Do G2 Users Rate Causal?** - **Forecast Comparison:** 8.8/10 (Category avg: 8.5/10) - **Forward Looking:** 8.8/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.8/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.4/10) **Who Is the Company Behind Causal?** - **Seller:** [Lucanet AG](https://www.g2.com/sellers/lucanet-ag) - **Year Founded:** 1999 - **HQ Location:** Berlin, Germany - **Twitter:** @LucaNet (721 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/lucanet-ag/about (902 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Financial Services - **Company Size:** 66% Small-Business, 30% Mid-Market #### What Are Causal's Pros and Cons? **Pros:** - Automation (1 reviews) - Budgeting (1 reviews) - Collaboration (1 reviews) - Data Analysis (1 reviews) - Ease of Implementation (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Insufficient Training (1 reviews) - Integration Issues (1 reviews) - Learning Curve (1 reviews) - Learning Difficulty (1 reviews) ### What Do G2 Reviewers Say About Causal? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **automation capabilities** of Causal, making budgeting and planning efficient and straightforward. - Users praise the **ease of budgeting** with Causal, noting its logical UI and quick integration with data. - Users find the **collaboration features** of Causal exceptional, enhancing budgeting and planning with easy sharing and flexibility. - Users love the **robust data analysis** in Causal, appreciating the seamless blend of actual and forecasted values. - Users appreciate the **ease of implementation** of Causal, finding it quick and intuitive for seamless integration. **Cons:** - Users find the **difficult learning curve** of Causal challenging, but consulting support can help navigate the process. - Users find the **insufficient training** challenging, often needing additional support to get started with Causal. - Users recognize the potential for **integration issues** , noting that the number of integrations could be expanded. - Users find the **learning curve steep** , which may require external assistance for a smoother onboarding experience. - Users find the **learning difficulty** of Causal to be a challenge, often requiring external assistance to navigate. #### What Are Recent G2 Reviews of Causal? **"[Best in class financial tool](https://www.g2.com/survey_responses/causal-review-9666197)"** **Rating:** 5.0/5.0 stars *— Sebastian S.* [Read full review](https://www.g2.com/survey_responses/causal-review-9666197) --- **"[A very high quality FP&A tool](https://www.g2.com/survey_responses/causal-review-10841500)"** **Rating:** 5.0/5.0 stars *— Ben L.* [Read full review](https://www.g2.com/survey_responses/causal-review-10841500) --- ### 15. [Runway Financial](https://www.g2.com/products/runway-financial/reviews) Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence. **Average Rating:** 4.8/5.0 **Total Reviews:** 38 **How Do G2 Users Rate Runway Financial?** - **Forecast Comparison:** 9.2/10 (Category avg: 8.5/10) - **Forward Looking:** 9.2/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.8/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.4/10) **Who Is the Company Behind Runway Financial?** - **Seller:** [Runway Financial](https://www.g2.com/sellers/runway-financial) - **Company Website:** https://runway.com - **Year Founded:** 2020 - **HQ Location:** San Francisco, CA - **Twitter:** @runwayco (8,010 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/runway/ (69 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 53% Small-Business, 47% Mid-Market #### What Are Runway Financial's Pros and Cons? **Pros:** - Customer Support (10 reviews) - Ease of Use (10 reviews) - Easy Integrations (9 reviews) - Planning (8 reviews) - Automation (7 reviews) **Cons:** - Difficult Learning (5 reviews) - Learning Curve (5 reviews) - Learning Difficulty (5 reviews) - Steep Learning Curve (4 reviews) - Complexity (3 reviews) ### What Do G2 Reviewers Say About Runway Financial? *AI-generated summary from verified user reviews* **Pros:** - Users commend Runway Financial's **exceptional customer support** , highlighting the team's attentiveness and quick problem-solving abilities. - Users find Runway Financial to be **incredibly easy to use** , providing an intuitive system for streamlined financial planning. - Users appreciate the **easy integrations** of Runway Financial, unifying diverse tools for better financial visibility and reporting. - Users value the **ease of planning** in Runway Financial, allowing for comprehensive financial modeling and analysis. - Users value the **automated integration** capabilities of Runway Financial, streamlining workflows and enhancing operational efficiency. **Cons:** - Users warn of a **difficult learning curve** with Runway Financial, especially for those unfamiliar with SQL or financial terminology. - Users find Runway Financial has a **steep learning curve** , especially for those unfamiliar with SQL and financial terminology. - Users face a **steep learning curve** with Runway Financial, especially when onboarding and familiarizing with terminology. - Users face a **steep learning curve** with Runway Financial, especially if unfamiliar with SQL and financial terminology. - Users find the **onboarding process complex** and require ongoing support for effective use of Runway Financial. #### What Are Recent G2 Reviews of Runway Financial? **"[From Sheets to Real-Time Insights](https://www.g2.com/survey_responses/runway-financial-review-11242357)"** **Rating:** 4.5/5.0 stars *— Steven S.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-11242357) --- **"[Incredibly Flexible and Fun Finance Copilot](https://www.g2.com/survey_responses/runway-financial-review-10872438)"** **Rating:** 4.0/5.0 stars *— Brian L.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-10872438) --- ### 16. [Kolleno](https://www.g2.com/products/kolleno/reviews) Kolleno is an accounts receivable platform that brings together receivables, payments and reconciliation - all in one place. Ranked among the top 50 Softwares in Accounting & Finance by G2, the platform is built for and by finance professionals to automate and optimise finance back-office processes with highly customisable workflows. Kolleno simplifies the management of client payments, related communications, and financial reporting by keeping everything in sync - data, systems, and people. Powered by advanced AI capabilities, Kolleno pulls data from all incoming accounting systems, ERPs and CRMs, enabling users to leverage context-sensitive content across key finance systems, processes and workflows. We foresee traditional finance operations transforming into seamless digital experiences for everyone involved – including CFOs, finance teams and their clients. Ultimately, Kolleno helps businesses to run everyday operations intelligently, freeing up resources to focus on higher-priority, growth-driving activities. Our platform is designed to be user-friendly and intuitive, making it simple for you to get started right away. Ultimately, Kolleno helps you to get the cash in faster and free up your resources to focus on and reinvest in growth-driving activities. Don't waste another moment on manual accounting processes - upgrade to Kolleno today and experience the future of financial management. An example of success offered by Kolleno to a real client in their first 3 months: 📉32% reduction in Days Sales Outstanding (DSO) 💰Reduced outstanding receivables by 50% ⏰40% of time saved a week on manual activities **Average Rating:** 4.9/5.0 **Total Reviews:** 103 **How Do G2 Users Rate Kolleno?** - **Forecast Comparison:** 9.6/10 (Category avg: 8.5/10) - **Forward Looking:** 9.7/10 (Category avg: 8.7/10) - **Variance Analysis:** 9.6/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.4/10) **Who Is the Company Behind Kolleno?** - **Seller:** [Kolleno](https://www.g2.com/sellers/kolleno) - **Company Website:** https://www.kolleno.com - **Year Founded:** 2019 - **HQ Location:** New York, US - **Twitter:** @KollenoHQ (35 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/kolleno-limited/?originalSubdomain=uk (45 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services, Computer Software - **Company Size:** 52% Small-Business, 35% Mid-Market #### What Are Kolleno's Pros and Cons? **Pros:** - Collections Efficiency (3 reviews) - Time Saving (3 reviews) - Automation (2 reviews) - Easy Integrations (2 reviews) - Features (2 reviews) **Cons:** - Poor Navigation (1 reviews) ### What Do G2 Reviewers Say About Kolleno? *AI-generated summary from verified user reviews* **Pros:** - Users value the **collections efficiency** of Kolleno, leading to faster payments and improved cash flow management. - Users highlight the **time-saving automation** of Kolleno, enhancing payment processing and overall efficiency in A/R management. - Users highlight the **efficiency of automation** in Kolleno, transforming payment processes and improving cash flow. - Users praise the **easy integrations** with Kolleno, enhancing payment processes and syncing effortlessly with their ERP systems. - Users appreciate the **automation and integration** of Kolleno, streamlining payment reconciliations and enhancing collection workflows. **Cons:** - Users find the **poor navigation** in Kolleno frustrating, making it difficult to locate features and available options. #### What Are Recent G2 Reviews of Kolleno? **"[Revolutionized Our Accounts Receivable Process](https://www.g2.com/survey_responses/kolleno-review-13078245)"** **Rating:** 5.0/5.0 stars *— Josiah J.* [Read full review](https://www.g2.com/survey_responses/kolleno-review-13078245) --- **"[Streamlined Tuition Management with Exceptional Support](https://www.g2.com/survey_responses/kolleno-review-13110095)"** **Rating:** 5.0/5.0 stars *— Sylvester D.* [Read full review](https://www.g2.com/survey_responses/kolleno-review-13110095) --- ### 17. [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews) The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no implementation, no specialized teams - just industry-transforming results. **Average Rating:** 4.9/5.0 **Total Reviews:** 46 **How Do G2 Users Rate Clockwork.ai?** - **Forecast Comparison:** 9.7/10 (Category avg: 8.5/10) - **Forward Looking:** 9.8/10 (Category avg: 8.7/10) - **Variance Analysis:** 9.7/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.4/10) **Who Is the Company Behind Clockwork.ai?** - **Seller:** [Clockwork](https://www.g2.com/sellers/clockwork-4b6e5885-3074-455a-ada0-cb5a0a0d1fca) - **Company Website:** https://www.clockwork.ai/about - **Year Founded:** 2018 - **HQ Location:** Chicago, US - **Twitter:** @Clockwork_AI (118 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/clockworkai (13 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 91% Small-Business, 9% Mid-Market #### What Are Clockwork.ai's Pros and Cons? **Pros:** - Customer Support (4 reviews) - Ease of Implementation (3 reviews) - Capabilities (2 reviews) - Customizability (2 reviews) - Customization (2 reviews) **Cons:** - Performance Issues (1 reviews) - Slow Loading (1 reviews) - Slow Performance (1 reviews) - Update Issues (1 reviews) ### What Do G2 Reviewers Say About Clockwork.ai? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **exceptional customer support** from Clockwork.ai, making implementation and ongoing use seamless and effective. - Users praise the **ease of implementation** with Clockwork.ai, highlighting its user-friendly design and exceptional support. - Users love the **intuitive integration and customization** capabilities of Clockwork.ai, making financial modeling effortless and efficient. - Users find Clockwork.ai's **customizability** exceptional, allowing tailored solutions without extensive effort or wasted time. - Users love the **easy customization** capabilities of Clockwork.ai, enhancing their business models effortlessly and efficiently. **Cons:** - Users note some **performance issues** with Clockwork.ai, particularly regarding loading and update times, though it's generally acceptable. - Users find that Clockwork.ai can be **slow to load** at times, impacting the overall user experience. - Users experience **slow performance** with Clockwork.ai, leading to delays in loading times during use. - Users note that the **update issues** cause slight delays, but consider them manageable given the data being processed. #### What Are Recent G2 Reviews of Clockwork.ai? **"[Clockwork's Magic](https://www.g2.com/survey_responses/clockwork-ai-review-11311387)"** **Rating:** 5.0/5.0 stars *— Cassie C.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11311387) --- **"[Seamless Onboarding and Outstanding Support](https://www.g2.com/survey_responses/clockwork-ai-review-11203335)"** **Rating:** 5.0/5.0 stars *— Rebecca S.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11203335) --- ### 18. [Embat](https://www.g2.com/products/embat/reviews) Embat is the next-generation treasury management platform, providing a centralised tool for banking connectivity, treasury processes, payment automation and automated accounting and reconciliation. This allows finance teams to save up to 75% of the time usually dedicated to treasury tasks, while providing real-time and global insights on cash and debt positions. Features include: + Real-time Treasury management + Banking & ERP Connectivity + Banking Pool management + Cash flow Forecasting + Corporate Payments centralisation + Automated Accounting and Bank Reconciliation + Intercompany & In-house banking + Counterparty management **Average Rating:** 4.2/5.0 **Total Reviews:** 39 **How Do G2 Users Rate Embat?** - **Forecast Comparison:** 7.6/10 (Category avg: 8.5/10) - **Forward Looking:** 7.8/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.0/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.4/10) **Who Is the Company Behind Embat?** - **Seller:** [Embat](https://www.g2.com/sellers/embat) - **Company Website:** https://www.embat.io - **Year Founded:** 2021 - **HQ Location:** Madrid, ES - **LinkedIn® Page:** https://www.linkedin.com/company/embat-io (171 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 72% Mid-Market, 13% Small-Business #### What Are Embat's Pros and Cons? **Pros:** - Integrations (7 reviews) - Automation (6 reviews) - Ease of Use (6 reviews) - Easy Integrations (6 reviews) - Flexibility (6 reviews) **Cons:** - Integration Issues (4 reviews) - Slow Performance (4 reviews) - ERP Integration (2 reviews) - Implementation Issues (2 reviews) - Improvement Needed (2 reviews) ### What Do G2 Reviewers Say About Embat? *AI-generated summary from verified user reviews* **Pros:** - Users value the **excellent ERP integration** of Embat, significantly enhancing efficiency and streamlining treasury processes. - Users highlight the **automation capabilities** of Embat, significantly improving efficiency and facilitating financial integrations effortlessly. - Users appreciate the **ease of use** of Embat, benefiting from real-time cash management and automated processes. - Users value the **easy integrations** of Embat, enabling quick setup and efficient ERP connections for streamlined operations. - Users value the **flexibility** of Embat, enabling significant time savings and streamlined treasury management. **Cons:** - Users report **integration issues** with various banks, causing outdated information and connectivity challenges during usage. - Users experience **slow performance** with Embat, particularly during synchronization with the ERP system, causing delays. - Users report that the **ERP integration is slow** , often experiencing delays in synchronization and reflecting changes. - Users face **implementation challenges** , with unexpected costs and reliance on support complicating day-to-day operations. - Users find that Embat's reporting functionalities need **improvement in flexibility** , making it hard to generate desired reports. #### What Are Recent G2 Reviews of Embat? **"[Embat Makes Bank Reconciliation Simple for the Whole Team](https://www.g2.com/survey_responses/embat-review-12516988)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/embat-review-12516988) --- **"[Quick reconciliation and easy consultation of bank transactions](https://www.g2.com/survey_responses/embat-review-12930993)"** **Rating:** 4.0/5.0 stars *— Yanire T.* [Read full review](https://www.g2.com/survey_responses/embat-review-12930993) --- ### 19. [Nilus](https://www.g2.com/products/nilus/reviews) Nilus aims to address the challenges businesses face in managing cash flow effectively. Many companies struggle with predicting and optimizing their cash flow, leading to financial instability. Nilus's AI-driven platform not only provides real-time insights and forecasts but also reduces manual inefficiencies and risks associated with cash flow management. By automating processes, Nilus enhances businesses' ability to seize financial opportunities, allowing them to make informed decisions and improve overall financial planning. **Average Rating:** 4.7/5.0 **Total Reviews:** 12 **How Do G2 Users Rate Nilus?** - **Forecast Comparison:** 7.7/10 (Category avg: 8.5/10) - **Forward Looking:** 10.0/10 (Category avg: 8.7/10) - **Variance Analysis:** 7.3/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10) **Who Is the Company Behind Nilus?** - **Seller:** [Nilus](https://www.g2.com/sellers/nilus) - **Company Website:** https://www.nilus.com - **Year Founded:** 2021 - **HQ Location:** New York, US - **LinkedIn® Page:** http://www.linkedin.com/company/nilus-finance (72 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 83% Mid-Market, 8% Small-Business #### What Are Nilus's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Customer Support (8 reviews) - Time-saving (5 reviews) - Time Saving (5 reviews) - Cash Management (4 reviews) **Cons:** - Difficult Setup (1 reviews) - Implementation Issues (1 reviews) - Unreliable Service (1 reviews) ### What Do G2 Reviewers Say About Nilus? *AI-generated summary from verified user reviews* **Pros:** - Users find Nilus to be **user-friendly** , simplifying cash flow management and boosting efficiency through clear visibility and automation. - Users commend the **responsive customer support** of Nilus, ensuring quick assistance and effective communication. - Users value the **time-saving features** of Nilus, allowing for efficient cash flow management and strategic focus. - Users value the **time-saving automation** of Nilus, streamlining cash management and enhancing productivity significantly. - Users value Nilus for its **intuitive cash management** features, enhancing visibility and control over cash flow management. **Cons:** - Users find the **difficult setup** with multiple banks time-consuming, but appreciate the support from the Nilus team. - Users face **connectivity issues** that hinder reviewing transactions and balances, despite Nilus's commitment to resolving them. - Users face **unreliable service** due to connectivity issues, complicating the review of transactions and balances. #### What Are Recent G2 Reviews of Nilus? **"[Nilus - the Bank to ERP automation & cash flow tool that transformed Yotpo's Finance](https://www.g2.com/survey_responses/nilus-review-11523403)"** **Rating:** 5.0/5.0 stars *— Mari O.* [Read full review](https://www.g2.com/survey_responses/nilus-review-11523403) --- **"[Excellent Software for Cash Flow Management](https://www.g2.com/survey_responses/nilus-review-11543605)"** **Rating:** 5.0/5.0 stars *— Alex Z.* [Read full review](https://www.g2.com/survey_responses/nilus-review-11543605) --- ### 20. [Serrala](https://www.g2.com/products/serrala/reviews) Serrala is the global market leader and innovator in finance process automation. Our award-winning suite of applications is the world’s only fully integrated and fully customizable AI finance automation portfolio. Our solutions give finance leaders the power to evolve, optimize their working capital and streamline all workflows, planning, and compliance, by automating all operational processes across Order to Cash, Procure to Pay, Cash Flow Management, and Treasury. Our AI-powered finance automation suite is trusted by thousands of organizations worldwide to gain real-time insights and create operational excellence through high performance engineering and seamless integration. Our solutions deploy as SAP-embedded extensions of ECC and S/4 HANA, or as cloud-native SaaS for any ERP. We’ve been advancing the office of the CFO for over 40 years with solutions that accelerate growth, enhance decision-making, and achieve sustainable finance success by eliminating obstacles to change like outdated manual processes, fragmented tech ecosystems, and poor data visibility and quality. With our help, our customers can apply breakthrough principles like AI to flexibly create a path to a proactive, strategic, and growth-generating finance function. And see results like: - 50% reductions to cost per invoice and 50%+ straight-through processing rates – even with invoice volumes in the millions. - 99% automation of cash application processes and 30% reductions to DSO via automated credit management and collections. - Full liquidity control and visibility across all global accounts and transactions – no matter how complex their architecture or compliance needs. **Average Rating:** 4.4/5.0 **Total Reviews:** 102 **How Do G2 Users Rate Serrala?** - **Forecast Comparison:** 8.1/10 (Category avg: 8.5/10) - **Forward Looking:** 9.4/10 (Category avg: 8.7/10) - **Variance Analysis:** 7.5/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.4/10) **Who Is the Company Behind Serrala?** - **Seller:** [Serrala](https://www.g2.com/sellers/serrala) - **Company Website:** https://www.serrala.com - **Year Founded:** 1984 - **HQ Location:** Norderstedt, DE - **Twitter:** @WeAreSerrala (677 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/serrala/ (813 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting, Financial Services - **Company Size:** 49% Enterprise, 30% Mid-Market #### What Are Serrala's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Automation (4 reviews) - Customer Support (3 reviews) - Easy Integrations (3 reviews) - Automation Efficiency (2 reviews) **Cons:** - Difficult Setup (2 reviews) - Expertise Required (2 reviews) - Learning Curve (2 reviews) - Learning Difficulty (2 reviews) - Setup Difficulty (2 reviews) ### What Do G2 Reviewers Say About Serrala? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **intuitive ease of use** of Serrala, finding it easy to implement and train others quickly. - Users commend the **automation capabilities** of Serrala, achieving high cash allocation rates and simplifying processes significantly. - Users appreciate the **exceptional customer support** from Serrala, receiving timely assistance throughout the implementation process. - Users appreciate the **easy integrations** of Serrala, which simplify financial processes and enhance system usability. - Users value the **automation efficiency** of Serrala, achieving a 98.5% automated cash allocation rate, significantly reducing manual tasks. **Cons:** - Users find the **difficult setup** of Serrala challenging, especially without a technical background for creating and updating rules. - Users find the **expertise required** for creating rules in Serrala challenging without proper training or a technical background. - Users find the **learning curve steep** for creating rules in Serrala, especially without a technical background. - Users find **learning difficulty** in creating and managing rules in Serrala, especially without a technical background. - Users find the **setup difficulty** in Serrala challenging, especially without a technical background or proper training. #### What Are Recent G2 Reviews of Serrala? **"[Automated Bank Statement Rules That Streamline Cash Posting](https://www.g2.com/survey_responses/serrala-review-13062406)"** **Rating:** 5.0/5.0 stars *— Kevin L.* [Read full review](https://www.g2.com/survey_responses/serrala-review-13062406) --- **"[Serrala Delivers Automation, Standardization, and Clear Visibility](https://www.g2.com/survey_responses/serrala-review-13054607)"** **Rating:** 5.0/5.0 stars *— Jessica B.* [Read full review](https://www.g2.com/survey_responses/serrala-review-13054607) --- #### What Are G2 Users Discussing About Serrala? - [What is Payference used for?](https://www.g2.com/discussions/what-is-payference-used-for) - [What is Serrala used for?](https://www.g2.com/discussions/what-is-serrala-used-for) - 1 comment, 1 upvote ### 21. [Jirav](https://www.g2.com/products/jirav/reviews) Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance. **Average Rating:** 4.7/5.0 **Total Reviews:** 193 **How Do G2 Users Rate Jirav?** - **Forecast Comparison:** 9.3/10 (Category avg: 8.5/10) - **Forward Looking:** 9.1/10 (Category avg: 8.7/10) - **Variance Analysis:** 9.1/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10) **Who Is the Company Behind Jirav?** - **Seller:** [Jirav](https://www.g2.com/sellers/jirav) - **Company Website:** https://www.jirav.com - **Year Founded:** 2015 - **HQ Location:** Seattle, WA - **Twitter:** @GoJirav (1,111 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10079130/ (49 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, CFO - **Top Industries:** Accounting, Computer Software - **Company Size:** 64% Small-Business, 34% Mid-Market #### What Are Jirav's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Customer Support (5 reviews) - Dashboards (4 reviews) - Easy Setup (4 reviews) - Financial Management (4 reviews) **Cons:** - Steep Learning Curve (4 reviews) - Learning Curve (3 reviews) - Learning Difficulty (2 reviews) - Limited Reporting (2 reviews) - Missing Features (2 reviews) ### What Do G2 Reviewers Say About Jirav? *AI-generated summary from verified user reviews* **Pros:** - Users praise Jirav for its **ease of use** , facilitating quick report preparation and intuitive navigation for clients. - Users praise Jirav's **exceptional customer support** , noting quick responses and effective assistance with integration and usage. - Users appreciate the **robust visual presentation** of Jirav, enhancing understanding of financial data for clients. - Users commend the **easy setup** of Jirav, facilitated by excellent onboarding and responsive customer support. - Users highlight Jirav's **robust financial management capabilities** , enhancing reporting and planning for effective business advisory. **Cons:** - Users face a **steep learning curve** initially, particularly transitioning from traditional spreadsheets to Jirav's interface. - Users report a noticeable **learning curve** initially, but find it rewarding once they adapt to the platform. - Users face a notable **learning difficulty** transitioning from Excel, although support helps mitigate challenges. - Users find the **limited reporting features** cumbersome, impacting their ability to efficiently generate necessary data. - Users desire to see **missing features** like handling multiple entities and improved reporting capabilities in Jirav. #### What Are Recent G2 Reviews of Jirav? **"[Beyond Spreadsheets: Forecasting That Drives Better Decisions](https://www.g2.com/survey_responses/jirav-review-12945554)"** **Rating:** 5.0/5.0 stars *— Teresa T.* [Read full review](https://www.g2.com/survey_responses/jirav-review-12945554) --- **"[Seamless QuickBooks Integration That Keeps Actuals and Accounts Perfectly in Sync](https://www.g2.com/survey_responses/jirav-review-13113509)"** **Rating:** 5.0/5.0 stars *— Brandy B.* [Read full review](https://www.g2.com/survey_responses/jirav-review-13113509) --- #### What Are G2 Users Discussing About Jirav? - [How do you use Jirav?](https://www.g2.com/discussions/how-do-you-use-jirav) - 1 comment - [What does FP & A mean?](https://www.g2.com/discussions/what-does-fp-a-mean) - 1 comment - [What is FP&A software?](https://www.g2.com/discussions/what-is-fp-a-software) - 1 comment - [What does Jirav do?](https://www.g2.com/discussions/what-does-jirav-do) - 1 comment, 1 upvote ### 22. [Syft](https://www.g2.com/products/syft-analytics-syft/reviews) Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance reporting with non-financial information, and review data. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Get peace of mind with access to our Security Center including SOC 2 and GDPR accreditations. Up-skill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial. **Average Rating:** 4.8/5.0 **Total Reviews:** 76 **How Do G2 Users Rate Syft?** - **Forecast Comparison:** 8.6/10 (Category avg: 8.5/10) - **Forward Looking:** 8.5/10 (Category avg: 8.7/10) - **Variance Analysis:** 8.7/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.4/10) **Who Is the Company Behind Syft?** - **Seller:** [Syft Analytics](https://www.g2.com/sellers/syft-analytics) - **Year Founded:** 2016 - **HQ Location:** Wilmington, US - **Twitter:** @Syft_Analytics (511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/17981719 (96 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 70% Small-Business, 28% Mid-Market #### What Are Syft's Pros and Cons? **Pros:** - Reporting (9 reviews) - Easy Integrations (8 reviews) - Financial Management (8 reviews) - Integrations (7 reviews) - Reporting Efficiency (7 reviews) **Cons:** - Connectivity Issues (2 reviews) - Customization Difficulties (2 reviews) - Excel Integration Issues (2 reviews) - Expensive (2 reviews) - Learning Curve (2 reviews) ### What Do G2 Reviewers Say About Syft? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive and versatile reporting** of Syft, significantly enhancing decision-making and time efficiency. - Users appreciate the **easy integrations** of Syft, enhancing efficiency through seamless connections with multiple platforms. - Users value the **ease of integration and professional report options** that enhance financial management in small businesses. - Users appreciate the **seamless integrations** of Syft, enhancing efficiency and streamlining financial processes significantly. - Users value the **reporting efficiency** of Syft, which streamlines month-end processes and enhances overall productivity. **Cons:** - Users face **connectivity issues** with limited data options and syncing problems, though support is helpful when available. - Users find the **customization difficulties** in Syft limit their ability to create detailed reports and comparisons. - Users face **Excel integration issues** , limiting data connections and restricting advanced reporting capabilities compared to Excel. - Users find Syft to be **expensive** , as costs increase significantly for accessing all its fantastic features. - Users note a noticeable **learning curve** with Syft, especially for mastering advanced analytics tools despite helpful training resources. #### What Are Recent G2 Reviews of Syft? **"[Easy-to-create reports based on financial data to provide clear insights.](https://www.g2.com/survey_responses/syft-review-10454041)"** **Rating:** 4.5/5.0 stars *— Vaibhav L.* [Read full review](https://www.g2.com/survey_responses/syft-review-10454041) --- **"[Great-Looking Reports, Easy to Use, and Fast-Moving AI Innovation](https://www.g2.com/survey_responses/syft-review-12724312)"** **Rating:** 4.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/syft-review-12724312) --- #### What Are G2 Users Discussing About Syft? - [Is Syft free?](https://www.g2.com/discussions/is-syft-free) - [Who created SYFT?](https://www.g2.com/discussions/who-created-syft) - [How much does SYFT cost?](https://www.g2.com/discussions/how-much-does-syft-cost) ### 23. [Relay](https://www.g2.com/products/relay-financial-relay/reviews) Relay is a financial technology company that helps small and medium-sized businesses in the U.S. take control of their money. The platform combines business check and savings accounts, payments, debit and credit cards, bill pay, invoicing, and expense tracking to make managing cash flow simple and transparent. With built-in controls, approvals, and integrations, Relay streamlines financial operations so teams can focus on growth. Relay is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply. The Relay Visa® Debit Card is issued by Thread Bank, member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa debit cards are accepted. The Relay Visa Credit® Card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc and may be used anywhere Visa credit cards are accepted. **Average Rating:** 4.3/5.0 **Total Reviews:** 26 **How Do G2 Users Rate Relay?** - **Forecast Comparison:** 7.5/10 (Category avg: 8.5/10) - **Forward Looking:** 5.0/10 (Category avg: 8.7/10) - **Variance Analysis:** 5.0/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10) **Who Is the Company Behind Relay?** - **Seller:** [Relay Financial](https://www.g2.com/sellers/relay-financial) - **Company Website:** https://relayfi.com - **Year Founded:** 2018 - **HQ Location:** Toronto, CA - **LinkedIn® Page:** https://linkedin.com/company/bankwithrelay (359 employees on LinkedIn®) - **Phone:** 1-888-205-9304 **Who Uses This Product?** - **Company Size:** 69% Small-Business #### What Are Relay's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Customer Support (9 reviews) - Easy Setup (8 reviews) - Setup Ease (7 reviews) - Convenience (6 reviews) **Cons:** - Payment Issues (5 reviews) - Approval Issues (4 reviews) - Poor Customer Support (3 reviews) - Cancellation Issues (2 reviews) - Credit Issues (2 reviews) ### What Do G2 Reviewers Say About Relay? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Relay, appreciating its convenience and responsive customer support. - Users value Relay's **excellent customer support** , appreciating the knowledge and responsiveness of the team for all inquiries. - Users find the **initial setup of Relay extremely easy** , facilitating a smooth transition to the banking platform. - Users find Relay's **setup ease** remarkable, facilitating a smooth transition with straightforward online application processes. - Users appreciate the **convenience** of Relay's mobile banking app, allowing anytime access and seamless management of accounts. **Cons:** - Users face **payment issues** with Relay, including difficulties with refunds and lack of phone support for debit cards. - Users face significant **approval issues** with Relay, especially regarding international payments and fund access delays. - Users report **poor customer support** from Relay, highlighting issues with unauthorized transactions and slow resolutions for international payments. - Users report frustrating **cancellation issues** with Relay, leading to delays and unhelpful support during critical transactions. - Users express concerns over **credit issues** , including unauthorized transactions and lack of customer support contact options. #### What Are Recent G2 Reviews of Relay? **"[Founder-friendly banking with world-class support](https://www.g2.com/survey_responses/relay-review-12428960)"** **Rating:** 5.0/5.0 stars *— Eduardo L.* [Read full review](https://www.g2.com/survey_responses/relay-review-12428960) --- **"[Effortless Banking with Stellar Billing Feature](https://www.g2.com/survey_responses/relay-review-12385060)"** **Rating:** 5.0/5.0 stars *— Verified User in Hospitality* [Read full review](https://www.g2.com/survey_responses/relay-review-12385060) --- ### 24. [Joiin](https://www.g2.com/products/joiin/reviews) Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting to platforms like QuickBooks, Xero, Sage, and more, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insight. Smarter Financial Reporting Automate management reports, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, multi-currency reporting, and complex group structures without the need for an ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, investors, lenders, or clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, GPT and leading AI platforms with Joiin's MCP. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactions across entities and data sources. Flexible Integrations & Data Access Connect to QuickBooks, Xero, Sage, spreadsheets, and more. Extend reporting into Excel, Power BI, and other tools using Joiin Connect (API) and integrations like Zapier. Transparent, Scalable Pricing All features included on every plan. Unlimited users, no reporting limits, and pricing that scales with your organisation. Security & Governance Enterprise-grade security with encrypted connections, role-based access, audit trails, and strict data controls, ensuring reliable, governed reporting. **Average Rating:** 4.7/5.0 **Total Reviews:** 85 **How Do G2 Users Rate Joiin?** - **Forecast Comparison:** 8.0/10 (Category avg: 8.5/10) - **Variance Analysis:** 8.0/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10) **Who Is the Company Behind Joiin?** - **Seller:** [Joiin](https://www.g2.com/sellers/joiin) - **Company Website:** https://www.joiin.co/ - **Year Founded:** 2018 - **HQ Location:** Exeter, UK - **Twitter:** @joiinreporting (199 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/joiin (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Finance Director - **Top Industries:** Accounting, Computer Software - **Company Size:** 62% Small-Business, 35% Mid-Market #### What Are Joiin's Pros and Cons? **Pros:** - Ease of Use (22 reviews) - Reporting (15 reviews) - Reporting Efficiency (15 reviews) - Customer Support (11 reviews) - Report Creation (11 reviews) **Cons:** - Inefficient Reporting (9 reviews) - Reporting Issues (9 reviews) - Limited Reporting (8 reviews) - Missing Features (8 reviews) - Formatting Issues (5 reviews) ### What Do G2 Reviewers Say About Joiin? *AI-generated summary from verified user reviews* **Pros:** - Users find Joiin to be highly **easy to use** , facilitating quick financial reporting and intuitive setup processes. - Users praise the **efficient consolidated reporting** of Joiin, appreciating its speed and simplicity across multiple entities and currencies. - Users value the **reporting efficiency** of Joiin, enabling quick and reliable consolidated reports across multiple entities. - Users value the **responsive customer support** of Joiin, ensuring continuous improvement and effective assistance with their needs. - Users value the **effortless report creation** in Joiin, streamlining their consolidation process and saving time. **Cons:** - Users find **reporting functionality inefficient** , often needing additional adjustments after exports for proper presentation. - Users face **reporting issues** with Joiin, often needing to export data for better formatting and presentation. - Users find that the **limited reporting capabilities** of Joiin require additional steps to finalize management accounts effectively. - Users note the **missing features** in Joiin, such as lack of report titles and sorting options, limiting usability. - Users note **formatting issues** with reports and exports, necessitating additional cleanup before sharing and using effectively. #### What Are Recent G2 Reviews of Joiin? **"[Excellent Value for Xero Consolidation with Fast, Responsive Support](https://www.g2.com/survey_responses/joiin-review-12620997)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/joiin-review-12620997) --- **"[Outstanding support experience with Joiin (especially Kyle)](https://www.g2.com/survey_responses/joiin-review-13053349)"** **Rating:** 5.0/5.0 stars *— Richa J.* [Read full review](https://www.g2.com/survey_responses/joiin-review-13053349) --- #### What Are G2 Users Discussing About Joiin? - [What is Joiin used for?](https://www.g2.com/discussions/what-is-joiin-used-for) - 1 comment ### 25. [Reach Reporting](https://www.g2.com/products/reach-reporting/reviews) Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting & Forecasting Our familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature. Consolidation & Currency Conversion Save time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. Financial managers, accountants, and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Reports and dashboards dynamically update as data flows through each month. Visualize data in just a few clicks. **Average Rating:** 4.8/5.0 **Total Reviews:** 60 **How Do G2 Users Rate Reach Reporting?** - **Forecast Comparison:** 10.0/10 (Category avg: 8.5/10) - **Forward Looking:** 10.0/10 (Category avg: 8.7/10) - **Variance Analysis:** 10.0/10 (Category avg: 8.5/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10) **Who Is the Company Behind Reach Reporting?** - **Seller:** [Reach Reporting](https://www.g2.com/sellers/reach-reporting) - **Company Website:** https://www.reachreporting.com/ - **Year Founded:** 2015 - **HQ Location:** Springville, US - **Twitter:** @ReachReporting (148 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/reach-reporting (27 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 76% Small-Business, 19% Mid-Market #### What Are Reach Reporting's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Reporting (6 reviews) - Reporting Efficiency (6 reviews) - Time-saving (6 reviews) - Integrations (5 reviews) **Cons:** - Missing Features (4 reviews) - Complexity (2 reviews) - Connectivity Issues (2 reviews) - Dashboard Limitations (2 reviews) - Implementation Issues (2 reviews) ### What Do G2 Reviewers Say About Reach Reporting? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Reach Reporting, highlighting its straightforward setup and customizable dashboards for clear reporting. - Users appreciate the **clear and beautiful visuals** of Reach Reporting, making decision-making and client communication seamless and effective. - Users value the **reporting efficiency** of Reach Reporting, as it simplifies financial reports and enhances decision-making. - Users value Reach Reporting for its **time-saving automation** in financial reporting, enhancing decision-making efficiency. - Users value the **easy integrations** with QuickBooks, enhancing efficiency and saving valuable time in their reporting processes. **Cons:** - Users desire additional **missing features** in Reach Reporting, such as more UI options and better data integration capabilities. - Users find the system **not very intuitive** initially, which impacts the overall user experience and efficiency. - Users experience **connectivity issues** with Reach Reporting, facing slow syncing and limitations on multiple connections. - Users find the **dashboard limitations** frustrating, wishing for better organization of reports and enhanced forecasting features. - Users face **implementation issues** due to clunky data consolidation and limitations in the budget builder's functionality. #### What Are Recent G2 Reviews of Reach Reporting? **"[Flexible, Customizable Reporting That Elevates Client Insights](https://www.g2.com/survey_responses/reach-reporting-review-12949573)"** **Rating:** 5.0/5.0 stars *— Vinoth J.* [Read full review](https://www.g2.com/survey_responses/reach-reporting-review-12949573) --- **"[Financial Reporting Simplified](https://www.g2.com/survey_responses/reach-reporting-review-11683520)"** **Rating:** 5.0/5.0 stars *— Jonaline G.* [Read full review](https://www.g2.com/survey_responses/reach-reporting-review-11683520) --- ## What Is Cash Flow Management Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Cash Flow Management Software? - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Invoice Management Software](https://www.g2.com/categories/invoice-management) - [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) - [Treasury Management Systems](https://www.g2.com/categories/treasury-management-systems) - [Credit and Collections Software](https://www.g2.com/categories/credit-and-collections) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis)